Prio Wealth LP
Prio Wealth LP (CRD# 105058) is a financial advisory firm headquartered in Boston, MA. They manage $3,737,800,709 in 1,765 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management3,738MILLION
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Total Number of Accounts1,765ACCOUNTS
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Average Account Value$2,117,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Bratschi (CRD# 1966087) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 32 years of experience in the finance industry.
Robert Devinney (CRD# 5793951) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 10 years of experience in the finance industry.
Kelly Morgan (CRD# 1191087) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 15 years of experience in the finance industry.
Stephen Petersen (CRD# 6286739) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has 1 year of experience in the finance industry.
Michael Smith-Vaughan (CRD# 6058625) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 11 years of experience in the finance industry.
Jeffrey St. Mary (CRD# 5125730) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 17 years of experience in the finance industry.
Thomas Woodhouse (CRD# 2600569) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 29 years of experience in the finance industry.
Kristin Bowser (CRD# 7478760) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 2 years of experience in the finance industry.
Daniel Coleman (CRD# 7657238) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has 1 year of experience in the finance industry.
William Dion (CRD# 2623334) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 28 years of experience in the finance industry.