Unclaimed Profile

Eric Paul Bertonazzi

WAINWRIGHT INVESTMENT COUNSEL LLC·BOSTON, Massachusetts

SIE, Series 3, Series 7, Series 63, Series 6527 years registeredWAINWRIGHT INVESTMENT COUNSEL LLC

ONE BOSTON PLACE, BOSTON, MA 02108CRD# 2590583Firm CRD# 108711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Paul Bertonazzi · BOSTON, MA

Registration

CRD #2590583 · WAINWRIGHT INVESTMENT COUNSEL LLC · 27 years registered

Brand Profile

Not yet started

Career History

WAINWRIGHT INVESTMENT COUNSEL LLC

Aug 1999 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · August 14, 1999

Years registered · 27

Disclosure History

2010Customer Dispute·Settled

2009Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WAINWRIGHT INVESTMENT COUNSEL LLC

CRD 108711 · SEC 801-56485

AUM

$4.9B

Regulatory assets under management

Employees

210 client accounts

Services offered by WAINWRIGHT INVESTMENT COUNSEL LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at WAINWRIGHT INVESTMENT COUNSEL LLC →

Introduction

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Frequently Asked Questions

What services does Eric Paul Bertonazzi offer?

Eric Paul Bertonazzi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Eric Paul Bertonazzi's credentials?

Eric Paul Bertonazzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Paul Bertonazzi located?

Eric Paul Bertonazzi is based in BOSTON, Massachusetts, working with WAINWRIGHT INVESTMENT COUNSEL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Eric Paul Bertonazzi charge for services?

Eric Paul Bertonazzi's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: bespoke advisory and consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAINWRIGHT INVESTMENT COUNSEL LLC?

WAINWRIGHT INVESTMENT COUNSEL LLC has approximately 16 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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