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Inactive

Jeffrey Abraham Beshansky

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
MA RA APPROVED 2026-01-13
  • MA RA
    APPROVED
    Since 2026-01-13

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
Gw & Wade, Llc Wellesley MA 12/2020 01/2022
D.K. Brede Investment Management Co, Inc. Needham MA 11/2006 12/2020
Cibc Private Wealth Advisors, Inc. Boston MA 05/2022 12/2025
Leveroni Financial Management Corp. Lpl Financial Llc Braintree MA 01/2022 04/2022
Rwa Wealth Partners, Llc Boston MA 01/2026 Present
  • 12/2020 → 01/2022
    Gw & Wade, Llc
    Wellesley, MA
  • 11/2006 → 12/2020
    D.K. Brede Investment Management Co, Inc.
    Needham, MA
  • 05/2022 → 12/2025
    Cibc Private Wealth Advisors, Inc.
    Boston, MA
  • 01/2022 → 04/2022
    Leveroni Financial Management Corp. Lpl Financial Llc
    Braintree, MA
  • 01/2026 → Present
    Rwa Wealth Partners, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
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