TrueAdvisor
TrueAdvisor
TF
CFP
TF
CFP

Teofilo O Ferreira

Wingate Wealth Advisors, INC.
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Wingate Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
620 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

450 Bedford Street, Lexington, MA, 02420

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wingate Wealth Advisors, INC.
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Tiaa-Cref Advice and Planning Services
January 2013 - July 2014 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2012 · 2 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.