DW
David William Allaire
CRD 1906408
Firms
| Firm | Role | As of |
|---|---|---|
| The Retirement Planning Company Of New England, Inc. | Registered representative | 07/20/2026 |
| Mystic Asset Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Retirement Planning Company Of New England, Inc.
President · 75% or more · May 2024
-
Mystic Asset Management, Inc.
Vice President & Cfo · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗