Kenneth Polay, financial advisor Waltham MA

Kenneth Polay

CRD 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.

Similar Advisors
Scott Gillespie, financial advisor Waltham MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Waltham MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Waltham MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Professional Designations
Company Name Location Dates Years
Windrose Advisors,llc- Formerly Fireman Capital Advisors Waltham, MA Nov 2009 - Current 12

Kenneth Polay has no recent exams reported.
Contact Info for Kenneth R. Polay
Phone Number: (617) 421-1750
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,189
    MILLIONS
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $23,039,521
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, MA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.