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).

Current Firm Details
One Boston Place, 41st Floor, Boston, MA 02108
http://www.winvcounsel.com/
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 Seney, financial advisor Boston MA
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 10 years of experience in the finance industry.

2
Gustavo Aristizabal, financial advisor Boston MA
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 20 years of experience in the finance industry.

3
Stephen Barrett, financial advisor Boston MA
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 22 years of experience in the finance industry.

4
Michael Dwyer, financial advisor Boston MA
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 36 years of experience in the finance industry.

5
Salim Khanachet, financial advisor Boston MA
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 7 years of experience in the finance industry.

6
Paul Perdigao, financial advisor Boston MA
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 Ross, financial advisor Boston MA
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 21 years of experience in the finance industry.

8
Richard Zack, financial advisor Boston MA
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 Fabrizio, financial advisor Boston MA
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 4 years of experience in the finance industry.

10
Eric Bertonazzi, financial advisor Boston MA
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 22 years of experience in the finance industry.

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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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