WINGATE WEALTH ADVISORS, INC. of LEXINGTON, MA is an SEC-registered investment adviser (CRD 105012). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Hayden White | CHIEF COMPLIANCE OFFICER | — |
| Matthew Allan Lasker | SHAREHOLDER | — |
| Gary Douglas Pomerantz | SHAREHOLDER | — |
| John Casimir Slupski | SHAREHOLDER | — |
| Richard Carl Byron | CHIEF OPERATING OFFICER | — |
| HAYES RICHARD SNELL | OFFICER; SHAREHOLDER | — |
| FRAILEY PETER | OFFICER | — |
| VONDERLINDEN ARTHUR FELIX | OFFICER; SHAREHOLDER | — |
| WHITE JEFFREY HAYDEN | CHIEF COMPLIANCE OFFICER; OFFICER | — |
| OBRIEN MARGARET MARY | CHIEF COMPLIANCE OFFICER | — |
| GRECO MARK FRANCIS | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| POMERANTZ GARY DOUGLAS | SHAREHOLDER | — |
| SLUPSKI JOHN CASIMIR | SHAREHOLDER | — |
| BYRON RICHARD CARL | CHIEF OPERATING OFFICER | — |
| LASKER MATTHEW ALLAN | SHAREHOLDER | — |