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 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

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

    Chief Finance & Administration OfficerCRD 1189296

  • ERIC BERTONAZZI

    Chief Executive OfficerCRD 2590583

  • MATTHEW SENEY

    Deputy Chief Investment OfficerCRD 4075881

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Contacts

3 of 11
  • SALIM KHANACHET

    Vice PresidentCRD 5258951

  • JEFFREY FABRIZIO

    Director of ResearchCRD 2998973

  • DONALD ROSS

    Managing DirectorCRD 404978

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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

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