Fernwood Investment Management, LLC

Fernwood Investment Management, LLC (CRD# 126144) is a financial advisory firm headquartered in Quincy, MA. They manage $230,964,768 in 479 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $482,181
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

Financial Advisors at Fernwood Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

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