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RIA / WealthAdvisorCertified Financial Planner12 years in industry

JUSTIN T WOLSTENHOLME

Advisor at WELCH & FORBES LLC

BOSTON, MA

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Search this name across graphsid dfx:ria:3abef10c-2cb5-9d77-414a-efc09ff1e2b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 22, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELCH & FORBES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 21, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 21, 2013
First registration: Nov 22, 2013
Dual registered: no
Other names: JUSTIN THOMAS WOLSTENHOLME
IAPD individual key: 6150704

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELCH & FORBES LLC	Independent wealth	Jun 9, 2026	n/a	yes	BOSTON, MA	Current employment
SVB WEALTH	Independent wealth	Jul 16, 2015	Jul 29, 2020	no	BOSTON, MA	Previous registration
FAMILY ENDOWMENT PARTNERS, LP	Former SEC adviser	May 12, 2014	Nov 9, 2015	no	NEWTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 22, 2013	Feb 4, 2014	no	HINGHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SVB WEALTH	WELCH & FORBES LLC	Jul 29, 2020	Jun 9, 2026	2,141	Firm change after gap	RIA to RIA
FAMILY ENDOWMENT PARTNERS, LP	SVB WEALTH	Nov 9, 2015	Jul 16, 2015	-116	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FAMILY ENDOWMENT PARTNERS, LP	Feb 4, 2014	May 12, 2014	97	Firm change	Other

Relationships

Registered with (4)

→ WELCH & FORBES LLCRegistered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jul 16, 2015 to Jul 29, 2020factForm ADV
→ FAMILY ENDOWMENT PARTNERS, LPRegistered adviserregistration: previous registration
May 12, 2014 to Nov 9, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 22, 2013 to Feb 4, 2014factForm ADV

Dated events

No dated event names this entity yet.