Margaret
Wade

Allspring Funds Management, LLC

CRD#7580649
Investment Advisor
in Boston, MA

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About this Advisor

Margaret Wade is a financial advisor based in Boston, Massachusetts, working with Allspring Funds Management, LLC. Margaret has previously held positions at Putnam Investments/Putnam Retail Management, Canton Ice House, University Of New Hampshire, Wildcat Pizza, Canton Public Schools, Secure Planning LLC, Brookmeadow Country Club, Canton High School, Allspring Funds Distributor, LLC, and Allspring Funds Management, LLC. Margaret has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Margaret is part of Allspring Funds Management, LLC, which operates out of Boston, Massachusetts. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

101 Seaport Blvd 11Th Floor
Boston, MA 02210

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

MA Average: $3,625,019,099
Total Number of Employees

513

MA Average: 22
Total Number of Accounts

8,078

MA Average: 1,917
Average Account Size

$37,236,777

MA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Margaret Wade Work History

2023 - Present (1 year)

Allspring Funds Distributor, LLC

2023 - Present (1 year)

Allspring Funds Management, LLC

2022 - 2023 (1 year)

Putnam Investments/Putnam Retail Management

2021 - 2022 (1 year)

Wildcat Pizza

2021 - 2021 (< 1 year)

Secure Planning LLC

2019 - 2022 (3 years)

Canton Public Schools

2019 - 2022 (3 years)

Brookmeadow Country Club

2018 - 2020 (2 years)

University Of New Hampshire

2018 - 2022 (4 years)

University Of New Hampshire

2017 - 2019 (2 years)

Canton Ice House

2014 - 2018 (4 years)

Canton High School

Disclosures

Please visit the SEC profile of Margaret Wade 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 Allspring Funds Management, LLC

Joseph Crowley
Boston, MA
Delia Mellen
Charlotte, NC
Ellen Golterman
Boston, MA
Christopher Miller
Menomonee Falls, WI
Thomas Flynn
Charlotte, NC
David Kashtan
Manahawkin, NJ
Kristin Carcio
Boston, MA
Margaret Wade
Boston, MA

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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