Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
12yrs
Via Rivera
Financial advisor at Wells Fargo Advisors
Based in Boston, Massachusetts, Via Rivera is a fiduciary financial advisor with 12 years of industry experience. Via joined Wells Fargo Advisors in 2022, after a year at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office125 High St Suite 1359a, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jan 2021 – Jan 2022MerrillPreviously
- 2014 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Via
Local office(617) 342-1400Ask for Via. (314) 875-3000Main office · St. Louis, MO 125 High St Suite 1359aBoston, MA 02110Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Via
Tailored to Via’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Via
How do I contact Via?
Call Via’s local office at (617) 342-1400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Via Rivera.
How long has Via been a financial advisor?
Via has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Via hold?
Series 66. Tap any license on this page to see what it allows.
Is Via a fiduciary?
Via is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Via paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Via for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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