Best Investors
Account
Sign in
Best Investors
Account
Sign in
800 South Street Suite 160, Waltham, MA 02453 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
Branch Locations
800 South Street Suite 160, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Boston | MA | 06/2004 | 01/2018 |
| Muzinich Capital Llc | New York | NY | 01/2018 | 06/2019 |
| Muzinich & Co | Boston | MA | 01/2018 | 06/2019 |
| Kastel Capital Advisors, Llc | Wellesley | MA | 08/2019 | 12/2020 |
| Pension & Wealth Management Advisors | Waltham | MA | 07/2020 | Present |
Pension Wealth M&A Advisors LLC; investment related; 800 South Street, Suite 169, Waltham, MA. M&A Advisory; President; owner; 1/5/2021; 2 hours per month during market hours; advisory duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-05 |
Reach out to this advisor