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Arthur James Watts Ebersole

Arthur J. Ebersole

EBERSOLE FINANCIAL LLC
WELLESLEY HILLS, MA
Some features on this profile are disabled
CRD#: 6315724
Arthur James Watts Ebersole

Professional summary

Arthur James Watts Ebersole, CFP®, who also goes by Arthur James Ebersole, is a registered financial advisor currently at EBERSOLE FINANCIAL LLC located in Wellesley Hills, Massachusetts.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Arthur has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Arthur James Ebersole

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 Arthur James Watts Ebersole's 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: 2015

Experience

Current

May 5, 2014 - Present

EBERSOLE FINANCIAL LLC

RIA
CRD#: 171009
WELLESLEY HILLS, MA

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
(5/5/2014)
IAR
Texas
(9/9/2022)

Exams

Current Firm

EF
EBERSOLE FINANCIAL LLC
EBERSOLE FINANCIAL LLC | EBERSOLE, ARTHUR JAMES WATTS

CRD#: 171009 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/5/2014 Approved)
Texas
Registered Investment Advisory firm - (9/7/2022 Conditional Restricted)
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Contact information

Main Address
Wellesley Hills, MA
Mailing Address
Phone number
(781) 235-1111
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts91
AUM (Assets Under Management)$ 53,082,558

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.

Company Information

EBERSOLE FINANCIAL LLC

CRD#: 171009Wellesley Hills, MA

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