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 is SEC-registered since 2002. Filings classify ownership as a mix of a domestic entity and an individual. Public data lists the firm as unclassified and indicates it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The record also shows it is not a pension consultant, not a related adviser, and not newly formed. There are no specific entries for client segments, fee arrangements, or detailed advisory activities in the available data.
Assets & Accounts
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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