Wfs, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
116778
Registered since
March 14, 2002
Website
wfsllc.com

Firm profile

FINTRX

Overview

Wfs, LLC is a limited liability company that has been SEC-registered since 2002. Public filings identify the owner type as a mix of a domestic entity and an individual, but the firm’s regulatory classification is listed as unclassified. The available data shows limited disclosure about the firm’s core advisory activities, fee model, or target client profiles. The firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Paul Martins

    Paul Martins

    Chief Finance & Administration OfficerCRD 1189296

  • Eric Bertonazzi

    Eric Bertonazzi

    Chief Executive OfficerCRD 2590583

  • Matthew Seney

    Matthew Seney

    Deputy Chief Investment OfficerCRD 4075881

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Contacts

3 of 11
  • Salim Khanachet

    Salim Khanachet

    Vice PresidentCRD 5258951

  • Jeffrey Fabrizio

    Jeffrey Fabrizio

    Director of ResearchCRD 2998973

  • Donald Ross

    Donald Ross

    Managing DirectorCRD 404978

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth