WORCESTER COUNTY FIDUCIARY ADVISORS INC
CRD #106653 SEC #801-47521 WORCESTER, MA 508-753-7300
SEC Registered
Total AUM
$47.6M
Discretionary
$47.4M
Employees
1
Clients
1
Accounts
197
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOUSQUET, JANET, LEONA | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUSQUET, JANET, LEONA | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUSQUET, JANET, LEONA | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUSQUET, JANET, LEONA | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | PRESIDENT | E | Control |
| FRAZIER, DAVID, MICHAEL | I | VICE PRESIDENT | D | Control |
| WANIEWSKI, EUGENE, CHESTER | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Feb 7, 2012 REGISTERED
Notice Filings (3)
FL MA VT
Address
11 NORWICH STREETWORCESTER, MA 01608-2421
United States
Phone: 508-753-7300