Kenneth PolayCRD Number: 5059254
Current Firm: Windrose Advisors LLC
Kenneth Polay (CRD# 5059254) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has 1 year of experience in the finance industry. Kenneth Polay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Windrose Advisors,llc- Formerly Fireman Capital Advisors||Waltham, MA||Nov 2009 - Current||12|
Total Assets Under Management2,189MILLIONS
Total Number of Accounts95ACCOUNTS
Average Account Value$23,039,521
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
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