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- Custodian
- Assetmark · Axos · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2019
- Office Locations
- 2
Office Locations
About Statera Financial, LLC
Statera Financial, LLC is a Walpole, MA RIA focused on retirement income planning and broader financial/investment planning for clients nearing or in retirement, including account consolidation, tax-aware positioning, and building reliable income streams. The firm also provides insurance solutions, guiding life, disability, and long-term care needs. Custody includes Fidelity/NFS and the firm uses Orion for portfolio management.
Team overview
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Investment Themes
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Owner & Executives
DAVID ERIC MOSES
Chief Compliance Officer, Managing Member
- CRD
- #6435208
- Ownership
- 50% but less than 75%
DAVID LEONARD WIECH
Managing Member, Partner
- CRD
- #5276158
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOSEPH FRANCIS SYLVIA JR
Managing Partner
- CRD
- #7946225
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,000,000 | -- |
| Non-Discretionary | $18,100,000 | -- |
| Total | $62,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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