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New England Private Wealth Advisors, LLC

New England Private Wealth Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 13, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $777.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Caitlin Shelagh Polson
January 2012
Jeremy Seth Sandler
July 2014
Sara S Sokolowski
August 2007
Sarah Jane Lewis
April 2017
Melissa Griffin Boccaci
July 2007

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ira Gene Rapaport Chief Executive Officer/Managing Member December, 2004 75% or more
    Beth Rapaport Chief Financial Officer December, 2004 less than 5%
    Melissa Griffin Boccaci Senior Financial Advisor/Chief Compliance Officer March, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees