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Richard Edward Boretti

Collaborative Wealth Advisors, LLC

Westford, MA

CRD 3130890

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Employer firm

Collaborative Wealth Advisors, LLC CRD 128431

$84.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Collaborative Wealth Advisors, Llc

319 Littleton Rd Suite 204, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-07-21
MA RA APPROVED 2003-08-02
  • TX RA
    APPROVED_RES
    Since 2017-07-21
  • MA RA
    APPROVED
    Since 2003-08-02

Branch Locations

234 Littleton Rd. Suite 1A, Westford, MA 01886 • 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
New England Securities Boston MA 05/2000 Present
  • 05/2000 → Present
    New England Securities
    Boston, MA
Previous Registrations
  • 2000-11-11 → 2003-06-13
    New England Securities
    Bedford, NH
Other Businesses

CPA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-23
  • S63 Uniform Securities Agent State Law Examination
    1998-11-23
Other Names
  • Rick Boretti
  • Richard Edward Boretti

View on SEC IAPD

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