Elizabeth
Kesselman

Rwa Wealth Partners

CRD#2939010
Investment Advisor
in Newton Center, MA

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About this Advisor

Elizabeth Kesselman is a financial advisor based in Newton Center, Massachusetts, working with Rwa Wealth Partners. Elizabeth has previously held positions at Kobren Insight Management-An Adviser Investments Company and Adviser Investments LLC. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Massachusetts, and Texas. Currently, Elizabeth is part of Rwa Wealth Partners, which operates out of Newton Center, Massachusetts. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

85 Wells Avenue Suite 109
Newton Center, MA 02459

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Rwa Wealth Partners Brokerage Details

Total Assets Under Management

$15,423,271,608

MA Average: $16,012,751,954
Total Number of Employees

189

MA Average: 118
Total Number of Accounts

19,495

MA Average: 4,567
Average Account Size

$791,140

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Elizabeth Kesselman Work History

2012 - Present (12 years)

Adviser Investments LLC

2011 - 2016 (5 years)

Kobren Insight Management-An Adviser Investments Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Elizabeth Kesselman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rwa Wealth Partners

Ryan O'Shaughnessy
Newton Center, MA
David Fontaine
Newton Center, MA
Dina Milne
Newton Center, MA
Stephen Johnson
Newton Center, MA
Cassandra Jones
Newton Center, MA
Michelle Knight
Boston, MA
Andrew Busa
Newton Center, MA
Ryan Drews
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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