Quincy, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,335,873,533
ClientsTotal clients
6,550
AdvisorsAdvisors at this office
2
Of 99 advisors across 30 offices
Location
4 Batterymarch Park, Suite 100
Quincy MA 02169
Advisors at this office
2
Advisors at this office
Francesco C
CFP®, Series 66
Quincy, MA
CliftonLarsonAllen Wealth Advisors, LLC
Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.
Jaidah T
Series 65
Quincy, MA
CliftonLarsonAllen Wealth Advisors, LLC
Jaidah Thomas is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at CliftonLarsonAllen, LLP and the University of Connecticut. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.
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