Stephen
Marsters
Gw & Wade, LLC
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About this Advisor
Stephen Marsters is a financial advisor operating out of Wellesley Hills, Massachusetts who has 3 years of industry experience. Marsters is currently employed by Gw & Wade, LLC. Throughout their career, they have worked at University Of Massachusetts, Kp Law, Pc and Gw & Wade, LLC. Marsters maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Massachusetts. Gw & Wade, LLC is a financial advisory company based in Wellesley Hills, MA. The investment advisory business has offices in five locations and a total of 87 people on staff. It manages $9 billion in assets under management between its 11,861 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 11,861 customer accounts, 48% are held by high-net-worth clients who have more than $1 million in assets. Gw & Wade, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees depend on the type of financial services offered. Fees charged by Gw & Wade, LLC most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Stephen Marsters Work History
Stephen has been registered as a financial advisor for 3 years.*
Gw & Wade, LLC
Kp Law, Pc
University Of Massachusetts
*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 Stephen Marsters 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 Gw & Wade, LLC
Palo Alto, CA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, 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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