Sarah Wells is a CFP-designated registered investment advisor, based in Framingham, MA, with 13 years of industry experience.
Location
205 Newbury Street, Suite 201, Framingham, MA, 01701
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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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Sarah is a Principal and Investment Advisor Representative at Wells Financial Advisors, Inc dba TSW Wealth Management. She dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2024 - Present · 2 yrs 3 mos
Tsw Wealth Management
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Wells Financial Advisors, INC.
July 2013 - July 2013 · 0 mos
Triad Advisors LLCBroker
May 2012 - February 2024 · 11 yrs 9 mos
State Registrations12 states
AZCTFLMAMDMENHNYRISCTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.