Fenwick Investments, LLC

Fenwick Investments, LLC (CRD# 167342) is a financial advisory firm headquartered in New Canaan, CT. They manage $5,374,333 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $109,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CT, NY

Financial Advisors at Fenwick Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher H. Cooke
CRD#: 1545125
59 Grove Street, Unit 1f, New Canaan, CT 06840
96
Wealthminder
score

Christopher Cooke (CRD# 1545125) is an Investment Advisor Representative working at Fenwick Investments, LLC in New Canaan, CT and has over 12 years of experience in the finance industry.

2
Carl G. Bulgini
CRD#: 2018571
59 Grove Street, Unit 1f, New Canaan, CT 06840
93
Wealthminder
score

Carl Bulgini (CRD# 2018571) is an Investment Advisor Representative working at Fenwick Investments, LLC in New Canaan, CT and has over 16 years of experience in the finance industry.

3
Evan J. Lister
CRD#: 5726769
59 Grove Street, Unit 1f, New Canaan, CT 06840
93
Wealthminder
score

Evan Lister (CRD# 5726769) is an Investment Advisor Representative working at Fenwick Investments, LLC in New Canaan, CT and has over 6 years of experience in the finance industry.

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