Windrose Advisors LLC

Windrose Advisors LLC (CRD# 152145) is a financial advisory firm headquartered in Waltham, MA. They manage $1,416,314,360 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,416
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $70,815,718
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Windrose Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kenneth W. Cooperman
CRD#: 1443557
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

Kenneth Cooperman (CRD# 1443557) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 30 years of experience in the finance industry.

2
John D. Haase
CRD#: 4262748
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

John Haase (CRD# 4262748) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 16 years of experience in the finance industry.

3
William A. Heitin
CRD#: 5736775
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

William Heitin (CRD# 5736775) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 6 years of experience in the finance industry.

4
Kathleen A. Kisler
CRD#: 5751729
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

Kathleen Kisler (CRD# 5751729) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 6 years of experience in the finance industry.

5
Paul S. Pomerantz
CRD#: 5751736
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

Paul Pomerantz (CRD# 5751736) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 6 years of experience in the finance industry.

6
Christopher B. Roy
CRD#: 4571593
800 South Street, Suite 600, Waltham, MA 02453
93
Wealthminder
score

Christopher Roy (CRD# 4571593) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 10 years of experience in the finance industry.

7
John A. Gribbel
CRD#: 5968758
800 South Street, Suite 600, Waltham, MA 02453
90
Wealthminder
score

John Gribbel (CRD# 5968758) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 4 years of experience in the finance industry.

8
Kenneth R. Polay
CRD#: 5059254
800 South Street, Suite 600, Waltham, MA 02453
90
Wealthminder
score

Kenneth Polay (CRD# 5059254) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has 1 year of experience in the finance industry. Kenneth Polay 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.

9
Gildas Quinquis
CRD#: 6468455
Watermill Center, 800 South Street, Suite 600, Waltham, MA 02453
90
Wealthminder
score

Gildas Quinquis (CRD# 6468455) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has 1 year of experience in the finance industry.

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