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Inactive

Alden Wakefield Witman

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
TX RA APPROVED 2024-06-14
MA RA APPROVED 2019-06-04
  • TX RA
    APPROVED
    Since 2024-06-14
  • MA RA
    APPROVED
    Since 2019-06-04

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
Ubs Financial Services Wellesley MA 02/2012 09/2016
Purshe Kaplan Sterling Investments Albany NY 09/2016 05/2019
The Harvest Group< Llc Waltham MA 09/2016 05/2019
Adviser Investments Newton MA 05/2019 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
  • 02/2012 → 09/2016
    Ubs Financial Services
    Wellesley, MA
  • 09/2016 → 05/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2016 → 05/2019
    The Harvest Group< Llc
    Waltham, MA
  • 05/2019 → 11/2023
    Adviser Investments
    Newton, MA
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-03
  • S66 Uniform Combined State Law Examination
    2013-05-03
Designations
Other Names
  • Alden W Witman
  • Alden W Witman

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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