Wainwright Investment Counsel LLC

Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $3,770,199,000 in 165 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,770
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $22,849,691
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, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, VA, VT

Financial Advisors at Wainwright Investment Counsel LLC
Showing 1 - 10 of 11 top financial advisors.
1
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 23 years of experience in the finance industry.

2
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 25 years of experience in the finance industry.

3
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 25 years of experience in the finance industry.

4
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 39 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
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 10 years of experience in the finance industry.

7
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 23 years of experience in the finance industry.

8
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 24 years of experience in the finance industry.

9
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 13 years of experience in the finance industry.

10
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 16 years of experience in the finance industry.

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