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 SEC-registered since 2002. Public data classifies the firm as "Unclassified" and identifies ownership as a combination of a domestic entity and an individual. The record flags the firm as not being a capital allocator, not active on ESG, not a pension consultant, not a related adviser, and not a newly formed adviser. The dataset contains minimal detail on the firm's business model. There are no disclosed descriptions of client segments, fee schedules, specific advisory services, or investment mandates in the provided information.
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 4PAUL MARTINS
Chief Finance & Administration OfficerCRD 1189296
ERIC BERTONAZZI
Chief Executive OfficerCRD 2590583
MATTHEW SENEY
Deputy Chief Investment OfficerCRD 4075881
Contacts
3 of 11SALIM 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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