Joseph
Evangelista
Wingate Wealth Advisors, Inc
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About this Advisor
Joseph Evangelista is a financial advisor based in Watertown, Massachusetts, working with Wingate Wealth Advisors, Inc. Joseph has previously held positions at Suffolk University Law School, Ids Life Insurance Company, American Express Financial Advisors Inc, Wingate Financial Group, Inc, Wingate Capital Corp, Wingate Financial Corp, and Wingate Planning Corp. Joseph has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Joseph is part of Wingate Wealth Advisors, Inc, which operates out of Watertown, Massachusetts. The firm has 26 employees and manages assets totaling $1.2 billion. The firm 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, selection of other advisers, and educational seminars. The fee structure at Wingate Wealth Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wingate Wealth Advisors, Inc Brokerage Details
$1,213,959,144
26
2,810
$432,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joseph Evangelista Work History
Wingate Financial Group, Inc
Wingate Capital Corp
Wingate Financial Corp
Wingate Planning Corp
Ids Life Insurance Company
American Express Financial Advisors Inc
Suffolk University Law School
Disclosures
Please visit the SEC profile of Joseph Evangelista 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 Wingate Wealth Advisors, Inc
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
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