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Elizabeth Stone Kesselman

RWA Wealth Partners

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About Elizabeth Stone Kesselman

Elizabeth Stone Kesselman is a financial advisor with RWA Wealth Partners in NEWTON, MA. Elizabeth has over 20 years of experience in the financial services industry. Elizabeth is registered with the state of Massachusetts and California as an Investment Advisor Representative. Elizabeth has experience working with clients in the areas of financial planning, portfolio management, and estate planning. She is committed to helping her clients achieve their financial goals.

Firm Information

Elizabeth Kesselman 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.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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other

Model provider fee

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Elizabeth Kesselman’s Registration & Firm History

MA

02/22/2012 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/02/2005 - 03/23/2011

E*TRADE SECURITIES LLC (WELLESLEY MA)

MA

10/14/2004 - 11/11/2005

KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)

MA

11/10/1999 - 05/25/2004

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

10/23/1997 - 09/14/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 06/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Stone Kesselman.
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