| Advisor Profile |
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| State Street Wealthcare Advisors, LLC is a financial consulting firm whose principals are dedicated to the financial success of our clients. We are committed to maintaining the highest degree of professionalism and integrity while using our best judgment and wisdom on behalf of our clients at all times.
|
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
9
|
|
| |
|
Education |
| Academic Background |
| |
AB, Economics/Accounting - College of the Holy Cross (1977)
JD - Suffolk University School of Law (1981) |
|
| |
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Options, Annuities, Stocks, Other, Bonds
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Juris Doctor, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Certified Public Accountant, Series 7, Series 65
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
Compensation & Fees |
| Fee % Based on Assets: |
1.5
|
|
|
|
| |
|
| |
| |
| Prepared By: |
Daniel O'Brien |
| Most Recent Update: |
04/16/2008 |
Frequently Asked Questions |
|
|
|
