Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wingate Wealth Advisors, Inc. CRD 105012
$1.42B regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 Bedford Street, Lexington, MA 02420-1547 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-01-23 |
Branch Locations
450 Bedford Street, Lexington, MA 02420-1547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 04/2016 | 01/2018 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 01/2018 | 02/2019 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 02/2019 | 02/2021 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 02/2021 | 08/2025 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
Reach out to this advisor