Wainwright Investment Counsel LLC

Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $4,387,965,000 in 203 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,388
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $21,615,591
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
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 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 26 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 29 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 28 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 42 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 11 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 13 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 26 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 28 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 17 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 20 years of experience in the finance industry.

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