Jeffrey Fabrizio, financial advisor Boston MA
90 score

Jeffrey Fabrizio

CRD Number: 2998973
Current Firm: Wainwright Investment Counsel LLC

Jeffrey Fabrizio (CRD# 2998973) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wainwright Investment Counsel, LLC Boston, MA Jul 2013 - Current 3
Wfs, LLC Boston, MA Apr 2002 - Current 14
Wainwright Investment Counsel, LLC Boston, MA Jan 1998 - Jul 2013 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jeffrey D. Fabrizio
Phone Number: 617-531-3100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,960
    MILLIONS
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $6,506,536
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, IL, MA, MD, ME, MI, NH, NJ, NY, PA, RI, SD, TX, VA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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