Wfs, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 116778
- Registered since
- March 14, 2002
- Website
- wfsllc.com
Firm profile
FINTRXOverview
Wfs, LLC is a limited liability company that has been SEC-registered since 2002. Public filings identify the owner type as a mix of a domestic entity and an individual, but the firm’s regulatory classification is listed as unclassified. The available data shows limited disclosure about the firm’s core advisory activities, fee model, or target client profiles. The firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
Paul Martins
Chief Finance & Administration OfficerCRD 1189296

Eric Bertonazzi
Chief Executive OfficerCRD 2590583

Matthew Seney
Deputy Chief Investment OfficerCRD 4075881
Contacts
3 of 11
Salim 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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