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 and has been registered with the SEC since 2002. Public records list its ownership as involving both an individual and a domestic entity. Regulatory metadata classifies the firm as "unclassified" and flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not provided public detail on its advisory activities, client base, or fee model.
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
Paul Martins
Chief Finance & Administration OfficerCRD 1189296
Eric Bertonazzi
Chief Executive OfficerCRD 2590583
Matthew Seney
Deputy Chief Investment OfficerCRD 4075881
Contacts
3 of 11
Salim Khanachet
Vice PresidentCRD 5258951
Jeffrey Fabrizio
Director of ResearchCRD 2998973
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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