Melissa Boccaci has been President/Senior Financial Advisor/Chief Compliance Officer of New England Private Wealth Advisors since March 2012, is not listed as a control person, but directly owns under 5% of the firm. Melissa Boccaci studied at Williams College.
New England Private Wealth Advisors, LLC is a Wellesley, MA firm with $5.09B under management, 434 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Melissa Boccaci is President, Chief Compliance Officer and Senior Wealth Advisor of New England Private Wealth Advisors. She joined the firm in 2006 as a Senior Financial Advisor, became Chief Compliance Officer in 2012 and President in 2023.
- – present · 19 yearsWellesley, MA · Adviser representative · Firm CRD 133790
Professional designations
Listed by New England Private Wealth Advisors
- CFP®
- ChFC®
- IACCP®
Investment adviser representative registrations
Melissa Boccaci is registered as an investment adviser representative in Massachusetts, since July 2007.
- MassachusettsSince 2 July 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 4 June 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 July 2002 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Melissa Griffin Boccaci
- CRD
- 4555001
- Firm
- New England Private Wealth Advisors · CRD 133790
- Role
- President/Senior Financial Advisor/Chief Compliance Officer
- Office
- 36 WASHINGTON STREET, SUITE 280, Wellesley, MA 02481-1922
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nepwealth.com
Where does Melissa Boccaci work?
Melissa Boccaci has been President/Senior Financial Advisor/Chief Compliance Officer of New England Private Wealth Advisors, LLC since March 2012.
Is Melissa Boccaci a financial advisor?
Yes. Melissa Boccaci has a current investment-adviser registration in Massachusetts, through New England Private Wealth Advisors since July 2007.
How many years of experience does Melissa Boccaci have?
Melissa Boccaci has 19 years in the financial industry, since July 2007, across 1 adviser firm.
What exams has Melissa Boccaci passed?
Melissa Boccaci has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in July 2002.
Where is Melissa Boccaci based?
Melissa Boccaci’s registered office is in Wellesley, MA.
Is Melissa Boccaci registered with FINRA?
No. Melissa Boccaci has no current broker registration.
Is Melissa Boccaci a CFP?
New England Private Wealth Advisors lists Melissa Boccaci with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Melissa Boccaci’s record?
Search CRD 4555001 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Boccaci’s full registration record.
