Michael
Claveau
Wingate Wealth Advisors, Inc
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About this Advisor
Michael Claveau is a certified financial planner who works out of Lexington, Massachusetts with 1 year of industry experience. Claveau is an employee of Wingate Wealth Advisors, Inc. Throughout their career, Claveau has worked at Boston Hill Advisors, LLC, Full Time Student and Wingate Wealth Advisors, LLC. Claveau holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Massachusetts. Wingate Wealth Advisors, Inc is a registered investment company operating out of Lexington, MA. It handles $1 billion in total assets between its 2,861 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 2,861 accounts, 46% are held by high-net-worth clients who have greater than $1 million in assets. Wingate Wealth Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely depend on which services are offered. Fee types charged by Wingate Wealth Advisors, Inc can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wingate Wealth Advisors, Inc Brokerage Details
$1,093,379,683
24
2,861
$382,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Claveau Work History
Michael has been registered as a financial advisor for 1 years.*
Wingate Wealth Advisors, LLC
Boston Hill Advisors, LLC
Full Time Student
*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 Michael Claveau 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
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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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.
