Ferris Capital, LLC

Ferris Capital, LLC (CRD# 160116) is a financial advisory firm headquartered in Marlborough, MA. They manage $592,433,074 in 610 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    592
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $971,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, NH, NY, TX

Financial Advisors at Ferris Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew K. Elsenbeck
CRD#: 5014279
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752

Matthew Elsenbeck (CRD# 5014279) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 12 years of experience in the finance industry.

2
David M. Ferris
CRD#: 2936882
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752

David Ferris (CRD# 2936882) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 23 years of experience in the finance industry.

3
Eric Ganeles
CRD#: 1256600
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752

Eric Ganeles (CRD# 1256600) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 36 years of experience in the finance industry.

4
Rebekah A. Pennell
CRD#: 6755333
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752

Rebekah Pennell (CRD# 6755333) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 3 years of experience in the finance industry.

5
Andrew D. Vernazza
CRD#: 4384273
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752

Andrew Vernazza (CRD# 4384273) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 19 years of experience in the finance industry.

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