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Elizabeth Stone Kesselman

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-02-22
  • MA RA
    APPROVED
    Since 2012-02-22

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kobren Insight Management-An Adviser Investments Company Newton MA 03/2011 12/2016
Adviser Investments Llc Newton MA 02/2012 11/2023
Rwa Wealth Advisors, Llc Newton MA 11/2023 Present
  • 03/2011 → 12/2016
    Kobren Insight Management-An Adviser Investments Company
    Newton, MA
  • 02/2012 → 11/2023
    Adviser Investments Llc
    Newton, MA
  • 11/2023 → Present
    Rwa Wealth Advisors, Llc
    Newton, MA
Previous Registrations
  • 2023-02-24 → 2023-11-08
    Polaris Wealth Advisory Group
    San Rafael, CA
    Newton, MA
  • 2011-03-25 → 2016-12-07
    Adviser Investments Acquisition Co Llc
    Newton, MA
  • 2004-10-14 → 2011-03-29
    Kobren Insight Management Inc
    Wellesley, MA
  • 2004-07-09 → 2004-10-14
    Fisher Investments
    Southborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-21
S63 Uniform Securities Agent State Law Examination 1997-10-24
  • S65 Uniform Investment Adviser Law Examination
    2004-06-21
  • S63 Uniform Securities Agent State Law Examination
    1997-10-24
Other Names
  • Elizabeth Stone Cutler
  • Elizabeth Stone Cutler

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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