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Jason Sikorski

Wingate Wealth Advisors, Inc.

Lexington, MA

CRD 6888483

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Employer firm

Wingate Wealth Advisors, Inc. CRD 105012

$1.42B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Wingate Wealth Advisors, Inc.

450 Bedford Street, Lexington, MA 02420-1547 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-09-16
  • MA RA
    APPROVED
    Since 2021-09-16

Branch Locations

450 Bedford Street, Lexington, MA 02420-1547 • 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
Best Buy Holyoke MA 03/2008 12/2017
Pioneer Valley Financial Group Ludlow MA 12/2017 04/2020
Commonwealth Financial Network Waltham MA 12/2017 04/2020
Wingate Wealth Advisors, Llc Lexington MA 04/2020 Present
  • 03/2008 → 12/2017
    Best Buy
    Holyoke, MA
  • 12/2017 → 04/2020
    Pioneer Valley Financial Group
    Ludlow, MA
  • 12/2017 → 04/2020
    Commonwealth Financial Network
    Waltham, MA
  • 04/2020 → Present
    Wingate Wealth Advisors, Llc
    Lexington, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-05
  • S66 Uniform Combined State Law Examination
    2019-08-05

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
OUELLETTE WEALTH ADVISORY LLC
HIGHTOWER ADVISORS, LLC

Nearby Investors

JENNIFER MARY MCCARTHY
PATRICK JEREMIAH CARPENTER
JOHN WILLIAM BULLOCK

Nearby Offices

LPL FINANCIAL LLC · LEXINGTON, MA
OUELLETTE WEALTH ADVISORY LLC · LEXINGTON, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA

More in Lexington, MA

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