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FIRM PROFILE
Overview
WELLESLEY HILLS SECURITIES is located at 1087 Beacon Street Suite 303, Newton, MA 02459 and was first established at Boston, Massachusetts in 08/09/2020. After operating for 5 years, WELLESLEY HILLS SECURITIES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WELLESLEY HILLS SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. WELLESLEY HILLS SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WELLESLEY HILLS SECURITIES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WELLESLEY HILLS SECURITIES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WELLESLEY HILLS SECURITIES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for WELLESLEY HILLS SECURITIES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1087 Beacon Street Suite 303, Newton, MA 02459
1087 Beacon Street Suite 204, Newton, MA 02459
Small
(617) 465-2425
Massachusetts since 08/09/2020
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WELLESLEY HILLS SECURITIES
Adam Todd Hark
Eddie Albert Galvan
David Lawton Gutterman
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