Wainwright Investment Counsel LLC

Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $2,960,473,775 in 455 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,960
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $6,506,536
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CT, DC, DE, FL, IL, MA, MD, ME, MI, NH, NJ, NY, PA, RI, SD, TX, VA, VT

Financial Advisors at Wainwright Investment Counsel LLC
Showing 1 - 10 of 11 top financial advisors.
1
Matthew K. Seney
CRD#: 4075881
One Boston Place, 41st Floor, Boston, MA 02108
96
Wealthminder
score

Matthew Seney (CRD# 4075881) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 9 years of experience in the finance industry.

2
Gustavo A. Aristizabal
CRD#: 2735053
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Gustavo Aristizabal (CRD# 2735053) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 19 years of experience in the finance industry.

3
Stephen D. Barrett
CRD#: 13479
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Stephen Barrett (CRD# 13479) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 21 years of experience in the finance industry.

4
Michael F. Dwyer
CRD#: 731739
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Michael Dwyer (CRD# 731739) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 35 years of experience in the finance industry.

5
Salim M. Khanachet
CRD#: 5258951
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Salim Khanachet (CRD# 5258951) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 6 years of experience in the finance industry.

6
Paul B. Perdigao
CRD#: 2911607
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Paul Perdigao (CRD# 2911607) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 19 years of experience in the finance industry.

7
Donald O. Ross
CRD#: 404978
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Donald Ross (CRD# 404978) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 20 years of experience in the finance industry.

8
Richard L. Zack
CRD#: 2651386
One Boston Place, 41st Floor, Boston, MA 02108
93
Wealthminder
score

Richard Zack (CRD# 2651386) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 19 years of experience in the finance industry.

9
Jeffrey D. Fabrizio
CRD#: 2998973
One Boston Place, 41st Floor, Boston, MA 02108
90
Wealthminder
score

Jeffrey Fabrizio (CRD# 2998973) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 3 years of experience in the finance industry.

10
Eric P. Bertonazzi
CRD#: 2590583
One Boston Place, 41st Floor, Boston, MA 02108
83
Wealthminder
score

Eric Bertonazzi (CRD# 2590583) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 21 years of experience in the finance industry.

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