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George Paul Webb
CRD#: 2169510
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Investment Adviser
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Previous Broker
PENSION & WEALTH MANAGEMENT ADVISORSCRD#: 309546 800 SOUTH STREET
SUITE 160
WALTHAM, MA 02453
Registration History
1995200020052010201520202025IAPENSION & WEALTH MANAGEMENT AD... (CRD# 309546)2020 - Present (4 years)BMUZINICH CAPITAL LLC (CRD# 146017)2018 - 2019 (1 year)BNUVEEN SECURITIES, LLC (CRD# 469)2004 - 2018 (13 years)BSTATE STREET RESEARCH INVESTME... (CRD# 17580)2003 - 2004 (<1 year)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2001 - 2003 (1 year)BNORTHERN TRUST SECURITIES, INC. (CRD# 7927)1996 - 2001 (4 years)BAETNA INVESTMENT SERVICES, INC. (CRD# 34815)1993 - 1994 (<1 year)BAETNA LIFE INSURANCE AND ANNUI... (CRD# 13256)1992 - 1993 (1 year)BAETNA CAPITAL MANAGEMENT, INC. (CRD# 24928)1991 - 1993 (2 years)IAKASTEL CAPITAL ADVISORS, LLC (CRD# 226520)2019 - 2020 (1 year)
License(s)

State Registrations

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Arizona 9/22/2023

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Massachusetts 7/28/2020

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California 7/11/2020

Current Registration(s)
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PENSION & WEALTH MANAGEMENT ADVISORS (CRD#:309546)
800 SOUTH STREET SUITE 160, WALTHAM, MA 02453
Registered with this firm since 7/11/2020

Previous Registration(s)
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10/09/2019 - 12/08/2020 KASTEL CAPITAL ADVISORS, LLC (CRD#:226520) WELLESLEY, MA
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03/05/2018 - 03/26/2019 MUZINICH CAPITAL LLC (CRD#:146017) NEW YORK, NY
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08/25/2004 - 01/29/2018 NUVEEN SECURITIES, LLC (CRD#:469) CHICAGO, IL
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05/16/2003 - 01/28/2004 STATE STREET RESEARCH INVESTMENT SERVICES, INC. (CRD#:17580) BOSTON, MA
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07/10/2001 - 04/02/2003 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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06/27/1996 - 04/27/2001 NORTHERN TRUST SECURITIES, INC. (CRD#:7927) CHICAGO, IL
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10/15/1993 - 06/20/1994 AETNA INVESTMENT SERVICES, INC. (CRD#:34815) WINDSOR, CT
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07/21/1992 - 10/15/1993 AETNA LIFE INSURANCE AND ANNUITY COMPANY (CRD#:13256) HARTFORD, CT
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08/16/1991 - 10/15/1993 AETNA CAPITAL MANAGEMENT, INC. (CRD#:24928) HARTFORD, CT
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Broker
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Investment Adviser
Disclosures
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