Fenway Financial Advisors, LLC

Fenway Financial Advisors, LLC (CRD# 139775) is a financial advisory firm headquartered in Arlington, VA. They manage $184,885,442 in 385 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1201 Wilson Blvd., 27th Floor, Arlington, VA 22209
http://www.fenway-financial.com
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $480,222
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX, VA

Financial Advisors at Fenway Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carolyn Catlin, financial advisor Arlington VA
Carolyn B. Catlin
CRD#: 1567755
1201 Wilson Blvd., 27th Floor, Arlington, VA 22209

Carolyn Catlin (CRD# 1567755) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Arlington, VA and has over 19 years of experience in the finance industry.

2
Stephen Wintermeier, financial advisor Arlington VA
Stephen M. Wintermeier
CRD#: 4860355
1201 Wilson Blvd., 27th Floor, Arlington, VA 22209

Stephen Wintermeier (CRD# 4860355) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Arlington, VA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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