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David Walter Juliano

Stonehearth Capital Management

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About David Walter Juliano

David Walter Juliano is a financial advisor based in Danvers, MA, with over 20 years of experience in the industry. David has a strong track record of providing financial guidance and investment management to individuals and families. He is a Chartered Financial Consultant and holds the Series 6, 7, 24 and 63 licenses. David is currently registered with Stonehearth Capital Management, where he provides financial planning and portfolio management services. David previously worked at Commonwealth Financial Network.

Firm Information

David Juliano is currently registered with Stonehearth Capital Management. Stonehearth Capital Management, based in Danvers, MA, is an investment advisor with a focus on providing financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $325 million in assets for 1,342 clients. They offer a wrap fee program and are registered with the SEC.
Stonehearth Capital Management

100 CONIFER HILL DRIVE, UNIT 105

DANVERS, MA 01923

$325.13M

Assets Under Management

2

Total Clients

3

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.

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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Juliano’s Registration & Firm History

MA

10/31/2016 - Present

Stonehearth Capital Management (DANVERS MA)

MA

05/28/1999 - 12/23/2015

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BC

Issued 02/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Walter Juliano.
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