Fernwood Investment Management, LLC

Fernwood Investment Management, LLC (CRD# 126144) is a financial advisory firm headquartered in Quincy, MA. They manage $435,709,535 in 745 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
400 Crown Colony Drive, Suite 101, Quincy, MA 02169
http://www.fernwoodinvestment.com
By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $584,845
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MD, ME, NH, NY, TX

Financial Advisors at Fernwood Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kristen Holland, financial advisor Quincy MA
Kristen J. Holland
CRD#: 5154798
400 Crown Colony Drive, Suite 101, Quincy, MA 02169

Kristen Holland (CRD# 5154798) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 17 years of experience in the finance industry.

2
Thomas Reilly, financial advisor Quincy MA
Thomas P. Reilly
CRD#: 827625
400 Crown Colony, Suite 101, Quincy, MA 02169

Thomas Reilly (CRD# 827625) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 39 years of experience in the finance industry.

3
Jeffrey Vincent, financial advisor Quincy MA
Jeffrey J. Vincent
CRD#: 2704182
400 Crown Colony Drive, Suite 101, Quincy, MA 02169

Jeffrey Vincent (CRD# 2704182) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 22 years of experience in the finance industry.

4
Frederick Warburg, financial advisor Quincy MA
Frederick M. Warburg
CRD#: 5069452
400 Crown Colony Drive, Suite 101, Quincy, MA 02169

Frederick Warburg (CRD# 5069452) is an Investment Advisor Representative working at Fernwood Investment Management, LLC in Quincy, MA and has over 17 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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