WEBSTER WEALTH ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
8

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
119664
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Webster Wealth Advisors, Inc. operates as a corporate advisory firm that centers its client offering on financial planning services. The firm bills clients through hourly and fixed-fee arrangements rather than on a percentage-of-assets basis, and its ownership is recorded as a mix of a domestic entity and an individual. Regulatory classification is listed as unclassified and the year of SEC registration is not shown in the available records. The firm is not identified as an active ESG investor, is not structured as a multi-state adviser, and does not position itself as a pension consultant or a capital allocator. Industry ties include an affiliation with a banking or thrift institution, suggesting a connection to traditional banking channels or sponsorship.

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

2 of 2
  • Neal Holland

    Chief Financial OfficerCRD 8244488

  • Kristen Antonopoulos

    Chief Accounting OfficerCRD 8244487

Contacts

3 of 6
  • WILLIAM RATH

    Senior Managing DirectorCRD 2583921

  • Christopher Motl

    PresidentCRD 6838094

  • Frederick Smith

    Senior Vice President - Corporate AccountingCRD 6838089

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
200 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth