Fenway Financial Advisors, LLC
Fenway Financial Advisors, LLC (CRD# 139775) is a financial advisory firm headquartered in Boston, MA. They manage $34,200,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$285,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Stephen Wintermeier (CRD# 4860355) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Boston, MA and has over 11 years of experience in the finance industry.
Carolyn Catlin (CRD# 1567755) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Boston, MA and has over 12 years of experience in the finance industry. Carolyn Catlin 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.