Windham Capital Management, LLC

Windham Capital Management, LLC (CRD# 110539) is a financial advisory firm headquartered in Boston, MA. They manage $1,684,621,097 in 296 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,685
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $5,691,287
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, DE, MA, ME, NJ, NY, PA, TN, VA, WV

Financial Advisors at Windham Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer B. Dunn
CRD#: 5560739
200 Clarendon St, T-26, Boston, MA 02116
96
Wealthminder
score

Jennifer Dunn (CRD# 5560739) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has over 9 years of experience in the finance industry. Jennifer Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert L. Bernstein
CRD#: 2540999
800 Boylston Street, 30th Floor, Boston, MA 02199
93
Wealthminder
score

Robert Bernstein (CRD# 2540999) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has over 22 years of experience in the finance industry.

3
Scott T. Carleton
CRD#: 4993059
200 Clarendon Street, T-26, Boston, MA 02116
90
Wealthminder
score

Scott Carleton (CRD# 4993059) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Mark P. Kritzman
CRD#: 1647019
200 Clarendon St, T-26, Boston, MA 02116
90
Wealthminder
score

Mark Kritzman (CRD# 1647019) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Stanley W. Shelton
CRD#: 4515329
200 Clarendon Street, T-26, Boston, MA 02116
90
Wealthminder
score

Stanley Shelton (CRD# 4515329) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Lucas F. Turton
CRD#: 4993050
200 Clarendon St, T-26, Boston, MA 02116
90
Wealthminder
score

Lucas Turton (CRD# 4993050) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has 1 year 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.