Wfs, LLC

Broker-DealerFINRA Member
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. The firm's ownership is described as involving both a domestic entity and an individual. The snapshot classifies the business as "unclassified" and identifies it as not serving as a capital allocator. The record indicates the firm does not position itself as an active ESG investor, is not a pension consultant, and is not marked as a related adviser or a multi-state adviser. Very little operational detail, fee structure, client type, or advisory activities are included in the available profile.

Assets & Accounts

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
  • Matthew Seney

    Matthew Seney

    Deputy Chief Investment OfficerCRD 4075881

  • Eric Bertonazzi

    Eric Bertonazzi

    Chief Executive OfficerCRD 2590583

  • Paul Martins

    Paul Martins

    Chief Finance & Administration OfficerCRD 1189296

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Contacts

3 of 11
  • Salim Khanachet

    Salim Khanachet

    Vice PresidentCRD 5258951

  • Michael Siracuse

    Michael Siracuse

    Vice PresidentCRD 4342076

  • Donald Ross

    Donald Ross

    Managing DirectorCRD 404978

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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