Samuel
Conte
Massachusetts Wealth Management, LLC
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About this Advisor
Samuel Conte is a financial advisor who works out of North Andover, Massachusetts with a total of 11 years of industry experience. Conte is currently employed by Massachusetts Wealth Management, LLC. They have spent their complete time as a financial advisor at Massachusetts Wealth Management, Llc. Conte has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Massachusetts and New Hampshire. Massachusetts Wealth Management, LLC is an advisory business based in North Andover, MA. It controls $201 million in assets between its 427 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 427 accounts, 84% are associated with high-net-worth investors who have at least $1 million in investable assets. The business provides portfolio management for individuals and small businesses. A financial advisor's fees usually depend on which service is offered. 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
Samuel Conte Work History
Samuel has been registered as a financial advisor for 11 years.*
Massachusetts Wealth Mgmt
*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 Samuel 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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