Dennis Carl Wassung
Investment adviser representative at Abbot Financial Management, Inc
9 yearsExperience
1 stateRegistered in
CFADesignation
$358.9MFirm assets
Are you Dennis Carl Wassung? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Abbot Financial Management, IncJul 2019 to now
- Huntwicke Securities, LLCFeb 2018 to Jun 2019
- Huntwicke Advisors, LLCJan 2017 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Abbot Financial Management, Inc
$358.9MAssets managed
213Clients
3Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4127189
- Firm CRD
- 111040