Justin T. Wolstenholme

WELCH & FORBES

BOSTON, MA 02108

CRD#: 6150704

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Professional summary

Justin T Wolstenholme, CFP®, who also goes by Justin Thomas Wolstenholme, is a registered financial advisor currently at WELCH & FORBES LLC located in Boston, Massachusetts.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Justin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Thomas Wolstenholme

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin T Wolstenholme'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: 2012

Experience

Current

June 9, 2026 - Present

WELCH & FORBES LLC

Office #1: 45 School Street, Boston, MA 02108

RIA

CRD#: 115119

BOSTON, MA

Past

July 16, 2015 - July 29, 2020

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

Past

May 12, 2014 - November 9, 2015

FAMILY ENDOWMENT PARTNERS, LP

RIA

CRD#: 150151

NEWTON, MA

Past

May 12, 2014 - August 26, 2015

MIP GLOBAL, INC.

CRD#: 164640

SAN JUAN, PR

Past

November 22, 2013 - February 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HINGHAM, MA

Past

January 15, 2013 - February 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HINGHAM, MA

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".

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532

RIA

Registered Investment Advisory firm - (8/31/2001 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

Massachusetts
(6/9/2026)

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: 11/21/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2013

General Securities Representative Examination

Current Firm

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

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Contact information

Main Address

45 School Street, Boston, MA 02108

Mailing Address

Phone number

(617) 523-1635

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELCH & FORBES LLC FORM ADV PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,620
AUM (Assets Under Management)	$ 9,163,630,959

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2025	Cover Page	Report
02/25/2025	Cover Page	Report
01/30/2024	Cover Page	Report
02/28/2023	Cover Page	Report

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

Justin T. Wolstenholme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin T Wolstenholme's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB WEALTH

FAMILY ENDOWMENT PARTNERS, LP

MIP GLOBAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WELCH & FORBES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2013

SIE

Date: 8/26/2015

Series 7

Date: 1/14/2013

Current Firm

WELCH & FORBES LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WELCH & FORBES LLC

TRUST BUT VERIFY

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