WEBSTER WEALTH ADVISORS, INC.
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 119664
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Webster Wealth Advisors, Inc. operates as a corporate advisory firm that centers its client offering on financial planning services. The firm bills clients through hourly and fixed-fee arrangements rather than on a percentage-of-assets basis, and its ownership is recorded as a mix of a domestic entity and an individual. Regulatory classification is listed as unclassified and the year of SEC registration is not shown in the available records. The firm is not identified as an active ESG investor, is not structured as a multi-state adviser, and does not position itself as a pension consultant or a capital allocator. Industry ties include an affiliation with a banking or thrift institution, suggesting a connection to traditional banking channels or sponsorship.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Neal Holland
Chief Financial OfficerCRD 8244488
Kristen Antonopoulos
Chief Accounting OfficerCRD 8244487
Contacts
3 of 6WILLIAM RATH
Senior Managing DirectorCRD 2583921
Christopher Motl
PresidentCRD 6838094
Frederick Smith
Senior Vice President - Corporate AccountingCRD 6838089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 200 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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