Jeffrey FabrizioCRD 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 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Wainwright Investment Counsel, LLC||Boston, MA||Jul 2013 - Current||4|
|Wfs, LLC||Boston, MA||Apr 2002 - Current||15|
|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|
Total Assets Under Management2,960MILLIONS
Total Number of Accounts455ACCOUNTS
Average Account Value$6,506,536
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CT, DC, DE, FL, IL, MA, MD, ME, MI, NH, NJ, NY, PA, RI, SD, TX, VA, VT
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