RFG - BRISTOL WEALTH ADVISORS, LLC

Legal name: BRISTOL WEALTH GROUP

CRD #330145 SEC #801-130278 TAUNTON, MA (508) 822-0122

SEC Registered

Total AUM

$876.5M

Discretionary

$876.5M

Employees

Clients

Accounts

1,920

Firm Details

Organization Type: Limited Liability Company
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 17, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BEGIN, CARL, MICHAEL	I	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	NA	Control
BEGIN, CARL, MICHAEL	I	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	NA	Control
BEGIN, CARL, MICHAEL	I	CHIEF INVESTMENT OFFICER	NA	Control
BEGIN, CARL, MICHAEL	I	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	NA	Control
BEGIN, CARL, MICHAEL	I	CHIEF INVESTMENT OFFICER	NA	Control
BEGIN, CARL, MICHAEL	I	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	NA	Control
BEGIN, CARL, MICHAEL	I	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LARABEE, DEAN, ROGER	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RICCIARDI, LOUIS, MICHAEL	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL COUNTY SAVINGS BANK	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control
BRISTOL INVESTMENT SERVICES GROUP, INC.	DE	SHAREHOLDER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BEACON BANCORP	DE	BRISTOL COUNTY SAVINGS BANK	E	Control
BEACON BANCORP	DE	BRISTOL COUNTY SAVINGS BANK	E	Control
BEACON BANCORP	DE	BRISTOL COUNTY SAVINGS BANK	E	Control
BEACON BANCORP	DE	BRISTOL COUNTY SAVINGS BANK	E	Control
BEACON BANCORP	DE	BRISTOL COUNTY SAVINGS BANK	E	Control
RICCIARDI, LOUIS, MICHAEL	I	BRISTOL INVESTMENT SERVICES GROUP, INC.	E	Control
RICCIARDI, LOUIS, MICHAEL	I	BRISTOL INVESTMENT SERVICES GROUP, INC.	E	Control
RICCIARDI, LOUIS, MICHAEL	I	BRISTOL INVESTMENT SERVICES GROUP, INC.	E	Control
RICCIARDI, LOUIS, MICHAEL	I	BRISTOL INVESTMENT SERVICES GROUP, INC.	E	Control
RICCIARDI, LOUIS, MICHAEL	I	BRISTOL INVESTMENT SERVICES GROUP, INC.	E	Control

Registrations

Federal

Oct 17, 2025 REGISTERED

Notice Filings (12)

CT FL GA MA ME NH NY RI SC TX VA VT

Address

35 BROADWAY
2ND FLOOR
TAUNTON, MA 02780
United States

Phone: (508) 822-0122