Wainwright Investment Counsel LLC

Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $4,860,746,000 in 194 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
One Boston Place, 41st Floor, Boston, MA 02108
https://www.winvcounsel.com
By the Numbers
  • Total Assets Under Management
    4,861
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $25,055,392
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.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NE, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, VA, VT

Financial Advisors at Wainwright Investment Counsel LLC
Showing 1 - 10 of 10 top financial advisors.
1
Gustavo Aristizabal, financial advisor Boston MA
Gustavo A. Aristizabal
CRD#: 2735053
One Boston Place, 41st Floor, Boston, MA 02108

Gustavo Aristizabal (CRD# 2735053) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 25 years of experience in the finance industry.

2
Stephen Barrett, financial advisor Boston MA
Stephen D. Barrett
CRD#: 13479
One Boston Place, 41st Floor, Boston, MA 02108

Stephen Barrett (CRD# 13479) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 27 years of experience in the finance industry.

3
Eric Bertonazzi, financial advisor Boston MA
Eric P. Bertonazzi
CRD#: 2590583
One Boston Place, 41st Floor, Boston, MA 02108

Eric Bertonazzi (CRD# 2590583) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 27 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

Michael Dwyer (CRD# 731739) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 40 years of experience in the finance industry.

5
Jeffrey Fabrizio, financial advisor Boston MA
Jeffrey D. Fabrizio
CRD#: 2998973
One Boston Place, 41st Floor, Boston, MA 02108

Jeffrey Fabrizio (CRD# 2998973) 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.

6
Salim Khanachet, financial advisor Boston MA
Salim M. Khanachet
CRD#: 5258951
One Boston Place, 41st Floor, Boston, MA 02108

Salim Khanachet (CRD# 5258951) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 12 years of experience in the finance industry.

7
Paul Perdigao, financial advisor Boston MA
Paul B. Perdigao
CRD#: 2911607
One Boston Place, 41st Floor, Boston, MA 02108

Paul Perdigao (CRD# 2911607) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 24 years of experience in the finance industry.

8
Donald Ross, financial advisor Boston MA
Donald O. Ross
CRD#: 404978
One Boston Place, 41st Floor, Boston, MA 02108

Donald Ross (CRD# 404978) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 26 years of experience in the finance industry.

9
Matthew Seney, financial advisor Boston MA
Matthew K. Seney
CRD#: 4075881
One Boston Place, 41st Floor, Boston, MA 02108

Matthew Seney (CRD# 4075881) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 15 years of experience in the finance industry.

10
Michael Siracuse, financial advisor Boston MA
Michael W. Siracuse
CRD#: 4342076
One Boston Place, 41st Floor, Boston, MA 02108

Michael Siracuse (CRD# 4342076) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 18 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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