Wingate Wealth Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

105012

SEC number

801-28664

Firm type

RIA

Assets under management

$1.4B as of Mar 24, 2026

Website

www.instagram.com/WINGATEWEALTHADVISORS ↗

Phone

781-862-7100

Address

450 Bedford Street, Lexington, MA, 02420-1547

Advisors at this firm

15 in our index · page 1 of 1

• Christopher John BekelCRD 6160590 · Lexington, MA
  IA Registered
• Michael Paul ClaveauCRD 6579279 · Lexington, MA
  IA Registered
• Lianna Ariel DepreyCRD 6129432 · Lexington, MA
  IA RegisteredRegistration inactive
• Joseph Nicola EvangelistaCRD 3218041 · Lexington, MA
  IA Registered
• Teofilo O FerreiraCRD 2421155 · Lexington, MA
  IA Registered
• Peter FraileyCRD 1001920 · Lexington, MA
  IA Registered
• Carol M KhouriCRD 1777303 · Lexington, MA
  IA Registered
• David Nicholas KhouriCRD 6660908 · Lexington, MA
  IA RegisteredRegistration inactive
• Matthew Allan LaskerCRD 4416523 · Lexington, MA
  IA Registered
• Carol R NewmanCRD 6173001 · Lexington, MA
  IA Registered
• Gary Douglas PomerantzCRD 4757495 · Lexington, MA
  IA Registered
• John Casimir SlupskiCRD 4525266 · Lexington, MA
  IA Registered
• Jason SikorskiCRD 6888483 · Lexington, MA
  IA RegisteredRegistration inactive
• Cara Anne WhipkeyCRD 2894952 · Lexington, MA
  IA RegisteredRegistration inactive
• Jeffrey Hayden WhiteCRD 465128 · Lexington, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.