linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Alan Fontaine

RWA Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Alan Fontaine

David Fontaine is a financial advisor with RWA Wealth Partners, a firm specializing in investment advisory services. David holds a Series 7 and Series 66 license as well as a Series 24 license. David has been a financial advisor since 2000, and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David offers a range of financial advisory services, including portfolio management, financial planning, and estate planning. In addition to David's work as a financial advisor, David is also a partner at Marcum, LLP.

Firm Information

David Fontaine is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Model provider fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Fontaine’s Registration & Firm History

MA

02/03/2017 - Present

RWA Wealth Partners (NEWTON MA)

RI

03/21/2007 - 07/02/2009

CSSC BROKERAGE SERVICES, INC. (PROVIDENCE RI)

RI

08/31/2001 - 03/21/2007

MUTUAL SERVICE CORPORATION (PROVIDENCE RI)

GA

08/31/2000 - 08/31/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

Not sure if David Alan Fontaine is right for you?

Licenses & Designations

BOTH

Issued 10/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2002

Series 24 - General Securities Principal Examination

BC

Issued 08/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alan Fontaine.
Not sure if David Alan Fontaine is right for you?