Fernwood Investment Management, LLC

Fernwood Investment Management, LLC (CRD# 126144) is a financial advisory firm headquartered in Quincy, MA. They manage $216,668,203 in 519 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $417,472
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CA, FL, MA, NH, NY

Financial Advisors at Fernwood Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey J. Vincent
CRD#: 2704182
400 Crown Colony Drive, Suite 101, Quincy, MA 02169
96
Wealthminder
score

Jeffrey Vincent (CRD# 2704182) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 16 years of experience in the finance industry. Jeffrey Vincent 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.

2
Kristen J. Holland
CRD#: 5154798
400 Crown Colony Drive, Suite 101, Quincy, MA 02169
93
Wealthminder
score

Kristen Holland (CRD# 5154798) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 11 years of experience in the finance industry.

3
Thomas P. Reilly
CRD#: 827625
400 Crown Colony, Suite 101, Quincy, MA 02169
83
Wealthminder
score

Thomas Reilly (CRD# 827625) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 33 years of experience in the finance industry.

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