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).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $285,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Fenway Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen M. Wintermeier
CRD#: 4860355
20 Park Plaza, Fourth Floor, Boston, MA 02116
93
Wealthminder
score

Stephen Wintermeier (CRD# 4860355) 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.

2
Carolyn B. Catlin
CRD#: 1567755
20 Park Plaza, Fourth Floor, Boston, MA 02116
90
Wealthminder
score

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.

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