Bristol Wealth Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 330145
- SEC number
- 801-130278
- Firm type
- RIA
- Assets under management
- $985.6M as of Jun 3, 2026
- Website
- www.bristolcountysavings.com/bristol-wealth-group ↗
- Phone
- (508) 822-0122
- Address
- 35 Broadway, Taunton, MA, 02780
Advisors at this firm
6 in our index · page 1 of 1
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Carl Michael BeginCRD 3048768 · Attleboro, MAIA RegisteredRegistration inactive
-
Dean Roger LarabeeCRD 2932134 · Taunton, MAIA RegisteredRegistration inactive
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Louis Michael RicciardiCRD 1010465 · Taunton, MAIA RegisteredRegistration inactive
-
Connor James RussCRD 7439679 · Taunton, MAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Devin C. RussCRD 8047930 · Taunton, MAIA RegisteredRegistration inactive
-
Melyna Kailee YoungCRD 7418485 · Taunton, MAIA RegisteredRegistration inactive
1–6 of 6
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.
SEC IAPD record for firm CRD 330145 ↗
FINRA BrokerCheck record for firm CRD 330145 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.