SJ
Samuel James Conte
CRD 2341015
Firms
| Firm | Role | As of |
|---|---|---|
| Massachusetts Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Massachusetts Wealth Management, Llc
Cco/President/Managing Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗