Justin T Wolstenholme
Investment adviser representative at Welch & Forbes LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Welch & Forbes LLCAug 2020 to now
- Boston Private Wealth LLCJul 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
Welch & Forbes LLC
$9.9BAssets managed
699Clients
5Advisers
25 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
- 6150704
- Firm CRD
- 115119