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Francis John Sennott

RWA Wealth Partners

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About Francis John Sennott

Francis Sennott is an investment advisor representative with RWA Wealth Partners. Francis has been in the industry since 2000. Francis has a Series 6, Series 63 and Series 65 licenses. Francis has experience providing financial planning and portfolio management for individuals and businesses. Francis specializes in providing services to high-net-worth individuals, corporations, and charitable organizations. Francis has previously worked with Westport Financial Services, L.L.C. and Ropes Wealth Advisors LLC. Francis is registered with the state of Massachusetts.

Firm Information

Francis Sennott 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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Francis Sennott’s Registration & Firm History

MA

12/06/2023 - Present

RWA Wealth Partners (Boston MA)

FL

08/01/2000 - 09/19/2001

WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis John Sennott.
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