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Webster Wealth Advisors, Inc. CRD 119664
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Elm Street, 3Rd Floor, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-11-12 |
Branch Locations
200 Elm Street, 3Rd Floor, Stamford, CT 06902 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-08-19 |
Branch Locations
200 Elm Street 3Rd Floor, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Miami | FL | 11/2015 | 10/2018 |
| Unemployed | Wilton | CT | 10/2018 | 11/2018 |
| Webster Private Bank | Stamford | CT | 11/2018 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | Present |
| Webster Wealth Advisors | Stamford | CT | 06/2019 | Present |
Co-owner of rental property located in Weston, FL, as of 07/01/2016; Less than 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
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