Iman
Farimani
Gw & Wade, LLC
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About this Advisor
Iman Farimani is a financial advisor based in Wellesley Hills, Massachusetts with 1 year of industry experience. Farimani works at Gw & Wade, LLC. Their career trajectory has included roles at Gw & Wade, LLC, Turk & Quijano, Llp, Wynn & Wynn, P.C, Bender, Anderson & Barba, P.C, Solimene & Secondo, Llp, State Of Connecticut - Judicial Branch, Weiner Law Firm, P.C, Pellegrini, Seeley, Ryan & Blakesley, P.C, Law Offices Of Liana Martinez, P.C, Bryant University, University Of Connecticut, Western New England University School Of Law and Northeastern University. Farimani has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Massachusetts. Gw & Wade, LLC is a financial advisory firm that has its headquarters in Wellesley Hills, MA. The firm has offices in five locations and a total of 87 people on staff. It manages $9 billion in total assets among its 11,861 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 11,861 customer accounts, 48% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees usually depend on the financial services provided. However, fee types billed by Gw & Wade, LLC may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Iman Farimani Work History
Iman has been registered as a financial advisor for 1 years.*
Gw & Wade, LLC
Northeastern University
Turk & Quijano, Llp
Wynn & Wynn, P.C
Bender, Anderson & Barba, P.C
Solimene & Secondo, Llp
State Of Connecticut - Judicial Branch
Weiner Law Firm, P.C
Pellegrini, Seeley, Ryan & Blakesley, P.C
Law Offices Of Liana Martinez, P.C
Western New England University School Of Law
University Of Connecticut
Bryant University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Iman Farimani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Wellesley Hills, MA
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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.
