George P. Webb

PENSION & WEALTH MANAGEMENT ADVISORS

Waltham, MA 02453

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CRD#: 2169510

Professional summary

George Paul Webb, CFP® is a registered financial advisor currently at PENSION & WEALTH MANAGEMENT ADVISORS located in Waltham, Massachusetts.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. George has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Pension Wealth M&A Advisors LLC; investment related; 800 South Street, Suite 169, Waltham, MA. M&A Advisory; President; owner; 1/5/2021; 2 hours per month during market hours; advisory duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Paul Webb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 11, 2020 - Present

PENSION & WEALTH MANAGEMENT ADVISORS

Office #1: 800 South Street Suite 160, Waltham, MA 02453

RIA

CRD#: 309546

Waltham, MA

Past

October 9, 2019 - December 8, 2020

KASTEL CAPITAL ADVISORS, LLC

RIA

CRD#: 226520

WELLESLEY, MA

Past

March 5, 2018 - March 26, 2019

MUZINICH CAPITAL LLC

CRD#: 146017

NEW YORK, NY

Past

August 25, 2004 - January 29, 2018

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

May 16, 2003 - January 28, 2004

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

CRD#: 17580

BOSTON, MA

Past

July 10, 2001 - April 2, 2003

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

June 27, 1996 - April 27, 2001

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

Past

October 15, 1993 - June 20, 1994

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

July 21, 1992 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

August 16, 1991 - October 15, 1993

AELTUS CAPITAL, INC

CRD#: 24928

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PENSION & WEALTH MANAGEMENT ADVISORS

PENSION & WEALTH MANAGEMENT ADVISORS | PENSION & WEALTH MANAGEMENT ADVISORS, INC.

CRD#: 309546 / SEC#: 801-119016

RIA

Registered Investment Advisory firm - (7/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/22/2023)

IAR

California
(7/11/2020)

IAR

Massachusetts
(7/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/9/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2002

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 1/31/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 8/15/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PENSION & WEALTH MANAGEMENT ADVISORS

PENSION & WEALTH MANAGEMENT ADVISORS | PENSION & WEALTH MANAGEMENT ADVISORS, INC.

CRD#: 309546 / SEC#: 801-119016

RIA

Registered Investment Advisory firm - (7/6/2020 Approved)

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Contact information

Main Address

800 South Street Suite 160, Waltham, MA 02453

Mailing Address

Phone number

(781) 810-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PENSION & WEALTH MANAGEMENT ADVISORS (4/29/2025)

Regulatory assets under management

Total Number of Accounts	429
AUM (Assets Under Management)	$ 452,222,623

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George P. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Paul Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

KASTEL CAPITAL ADVISORS, LLC

MUZINICH CAPITAL LLC

NUVEEN SECURITIES, LLC

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

NORTHERN TRUST SECURITIES, INC.

VOYA FINANCIAL PARTNERS, LLC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

AELTUS CAPITAL, INC

Primary Firm SEC Registration

PENSION & WEALTH MANAGEMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2019

Series 63

Date: 8/5/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2002

Series 3

Date: 1/31/1997

Series 6

Date: 8/15/1991

Current Firm

PENSION & WEALTH MANAGEMENT ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENSION & WEALTH MANAGEMENT ADVISORS

TRUST BUT VERIFY

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