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).

Current Firm Details
325 Donald Lynch Blvd., Suite 200, Marlborough, MA 01752
http://www.ferriscapital.com/
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 Elsenbeck, financial advisor Marlborough MA
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 Ferris, financial advisor Marlborough MA
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, financial advisor Marlborough MA
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 Pennell, financial advisor Marlborough MA
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 Vernazza, financial advisor Marlborough MA
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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