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Gustavo Adolfo Aristizabal

WAINWRIGHT INVESTMENT COUNSEL LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record27 years registeredWAINWRIGHT INVESTMENT COUNSEL LLC
ONE BOSTON PLACE, BOSTON, MA 02108CRD# 2735053Firm CRD# 108711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gustavo Adolfo Aristizabal · BOSTON, MA
Registration
CRD #2735053 · WAINWRIGHT INVESTMENT COUNSEL LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

Nov 2012Apr 2013
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
Registration record
First registered · August 14, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711 · SEC 801-56485
AUM
$4.9B
Regulatory assets under management
Employees
16
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
Introduction

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05

Frequently Asked Questions

What services does Gustavo Adolfo Aristizabal offer?
Gustavo Adolfo Aristizabal specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Gustavo Adolfo Aristizabal's credentials?
Gustavo Adolfo Aristizabal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gustavo Adolfo Aristizabal located?
Gustavo Adolfo Aristizabal 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 Gustavo Adolfo Aristizabal charge for services?
Gustavo Adolfo Aristizabal'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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