Wfs, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 116778
- Registered since
- March 14, 2002
- Website
- wfsllc.com
Firm profile
FINTRXOverview
Wfs, LLC is organized as a limited liability company. The firm's ownership is described as involving both a domestic entity and an individual. The snapshot classifies the business as "unclassified" and identifies it as not serving as a capital allocator. The record indicates the firm does not position itself as an active ESG investor, is not a pension consultant, and is not marked as a related adviser or a multi-state adviser. Very little operational detail, fee structure, client type, or advisory activities are included in the available profile.
Assets & Accounts
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
3 of 4
Matthew Seney
Deputy Chief Investment OfficerCRD 4075881

Eric Bertonazzi
Chief Executive OfficerCRD 2590583

Paul Martins
Chief Finance & Administration OfficerCRD 1189296
Contacts
3 of 11
Salim Khanachet
Vice PresidentCRD 5258951

Michael Siracuse
Vice PresidentCRD 4342076

Donald Ross
Managing DirectorCRD 404978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Boston Pl
- Time zone
- ET (UTC-5)
- Office locations
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