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 filings list the owner type as both a domestic entity and an individual, and the firm is classified in the dataset as "unclassified." The record supplied to FINTRX contains very little detail about the firm's client base, fee model, or day-to-day advisory activities. The firm is not identified as a capital allocator and is marked as not being an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. No further information about investment strategy, sector focus, or service lines was provided in the available data.
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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