Kaitlyn
Conte
Massachusetts Wealth Management, LLC
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About this Advisor
Kaitlyn Conte is a financial advisor based out of North Andover, Massachusetts with a total of 1 year of industry experience. Conte is on the advisory team at Massachusetts Wealth Management, LLC. During their career, the advisor has held roles at Barclays Capital Inc, College Of The Holy Cross, Andover Investment Adisors, Andover High School and Massachusetts Wealth Management. Conte holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Massachusetts and New Hampshire. Massachusetts Wealth Management, LLC is a financial advisory firm that has its headquarters in North Andover, MA. It manages $201 million in total assets between its 427 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 427 accounts, 84% belong to high-net-worth clients who have greater than $1 million in assets. Massachusetts Wealth Management, Llc provides portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on which service is provided. However, fee types billed by Massachusetts Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Massachusetts Wealth Management, LLC Brokerage Details
$200,717,513
3
427
$470,064
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kaitlyn Conte Work History
Kaitlyn has been registered as a financial advisor for 1 years.*
Massachusetts Wealth Management
Barclays Capital Inc
Barclays Capital Inc
Andover Investment Adisors
College Of The Holy Cross
Andover High School
*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 Kaitlyn Conte 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 Massachusetts Wealth Management, LLC
North Andover, MA
North Andover, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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