North Shore Wealth Management

North Shore Wealth Management (CRD# 329710) is a financial advisory firm headquartered in Westford, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
506 Groton Rd, Westford, MA 01886
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at North Shore Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Olivieri, financial advisor Westford MA
John Olivieri
CRD#: 7856954
506 Groton Rd, Westford, MA 01886

John Olivieri (CRD# 7856954) is an Investment Advisor Representative working at North Shore Wealth Management in Westford, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals