George Webb has been President, CEO, and Chief Compliance Officer of Pension & Wealth Management Advisors since June 2019, is a control person of the firm and directly owns 75% or more of it. George Webb holds a BA in Economics & History from Tulane University and an MBA in Finance & Marketing from Kellogg Graduate School of Business at Northwestern University.
Pension & Wealth Management Advisors, Inc. is a Waltham, MA firm with $530M under management, 523 clients and 9 advisers in one office, as of its May 2026 filing.
George P. Webb is Chief Executive Officer & Chief Compliance Officer of Pension & Wealth Management Advisors. He has more than 30 years of experience in the investment management industry, advising institutional and private wealth clients on the design, implementation and oversight of investment programs. Before serving as CEO he held senior management positions at Fidelity Investments, Northern Trust Global Investments and Nuveen Investments, and he began his career at Aetna Capital Management.
George Webb’s longest registration was 5 years at Pension & Wealth Management Advisors (2020–2025). Before joining Pension & Wealth Management Advisors in 2026, George Webb was registered through Kastel Capital Advisors, LLC.
- – present · under a yearWaltham, MA · Adviser representative · Firm CRD 309546
- – · 5 yearsWaltham, MA · Adviser representative · Firm CRD 309546
- Kastel Capital Advisors, LLC– · 1 yearWellesley, MA · Adviser representative · Firm CRD 226520
Investment adviser representative registrations
George Webb is registered as an investment adviser representative in Massachusetts, since February 2026.
- MassachusettsSince 8 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 October 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 February 2002 |
| Series 3 | National Commodity Futures Examination | 31 January 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 1991 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- George Paul Webb
- CRD
- 2169510
- Firm
- Pension & Wealth Management Advisors · CRD 309546
- Role
- President, CEO, and Chief Compliance Officer
- Office
- 800 SOUTH STREET, SUITE 160, Waltham, MA 02453
- Registration
- Investment adviser registration
- In the industry since
- April 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pensionwealth.com
Where does George Webb work?
George Webb has been President, CEO, and Chief Compliance Officer of Pension & Wealth Management Advisors, Inc. since June 2019, and is a control person of the firm.
Is George Webb a financial advisor?
Yes. George Webb has a current investment-adviser registration in Massachusetts, through Pension & Wealth Management Advisors since February 2026.
How many years of experience does George Webb have?
George Webb has 31 years in the financial industry, since April 1995, across 2 adviser firms.
What exams has George Webb passed?
George Webb has passed 5 licensing exams: the Series 6, Series 63, Series 3, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1991. FINRA credited George Webb with the SIE, which began in October 2018.
Where did George Webb work before Pension & Wealth Management Advisors?
Before Pension & Wealth Management Advisors, George Webb was registered through Kastel Capital Advisors, LLC, October 2019 to December 2020.
Where is George Webb based?
George Webb’s registered office is in Waltham, MA.
Is George Webb registered with FINRA?
No. George Webb has no current broker registration.
How can I verify George Webb’s record?
Search CRD 2169510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Webb’s full registration record.