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 10 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 20 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 22 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 36 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 7 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 20 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 21 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 20 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 4 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 22 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.