Boston Harbor Wealth Advisors — WESTBOROUGH, MA
Marketing Brand32-40 Court Street, Unit 2G Plymouth, MA 02360. P: 508.434.7317 F: 978.378.4073 map + directions. Advisory services offered by World Investment Advisors, LLC. Operating under WORLD INVESTMENT ADVISORS, LLC (CRD #208512).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Boston Harbor Wealth Advisors,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is WORLD INVESTMENT ADVISORS, LLC. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
WORLD INVESTMENT ADVISORS, LLC
CRD 208512 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Boston Harbor Wealth Advisors — it reflects the regulatory profile of WORLD INVESTMENT ADVISORS, LLC.
What This Means
The firm behind this brand has average transparency. Some areas of their regulatory filings could be more detailed. Consider reviewing the full firm profile.
This places them in the 7th percentile of all scored firms.
This firm's disclosure quality is in the industry's middle range. The full firm profile shows exactly which filings could say more.
See full score breakdownRegulatory Context
Regulatory oversight is under WORLD INVESTMENT ADVISORS, LLC
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
10 of 363 firm advisors use this brand
WORLD INVESTMENT ADVISORS, LLC has 363 total registered advisors. 10 operate under the Boston Harbor Wealth Advisors brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(10)
These advisors use the Boston Harbor Wealth Advisors brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.
Lee Ann Fatalo
John Joseph Donaruma
Susan Elizabeth Schieding
Bruce James Tobin Jr
Samuel Robert Chamberlain
Elissa Kathleen Foley
John David Smith
Michael Charles Hulett
Steven Benjamin Gross
Kenneth H Bellemore