PROFICIENT WEALTH COUNSELORS, LLC
CRD #152640 SEC #801-124894 NORWOOD, MA 781-278-9488
SEC Registered
Total AUM
$129.7M
Discretionary
$129.7M
Employees
1
Clients
10
Accounts
557
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LOFTIN, GERALD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (8)
FL LA MA MD NH NY RI TX
Address
77 ACCESS ROADSUITE 6
NORWOOD, MA 02062
United States
Phone: 781-278-9488