AdvisorOS Directory
Claim Profile
Unclaimed Profile
PM

Paul George Martins

WAINWRIGHT INVESTMENT COUNSEL LLC·BOSTON, Massachusetts
SIE, Series 27, Series 63, Series 99TOClean recordWAINWRIGHT INVESTMENT COUNSEL LLC
ONE BOSTON PLACE, BOSTON, MA 02108CRD# 1189296Firm CRD# 108711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul George Martins · BOSTON, MA
Registration
CRD #1189296 · WAINWRIGHT INVESTMENT COUNSEL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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
View all advisors at WAINWRIGHT INVESTMENT COUNSEL LLC →
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Paul George Martins offer?
Paul George Martins specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Paul George Martins's credentials?
Paul George Martins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul George Martins located?
Paul George Martins 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 Paul George Martins charge for services?
Paul George Martins'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WAINWRIGHT INVESTMENT COUNSEL LLC

Margaret Lorene Leonard
BOSTON, MA
Eric Paul Bertonazzi
BOSTON, MA
Gustavo Adolfo Aristizabal
BOSTON, MA
Jeffrey David Fabrizio
BOSTON, MA
Matthew Kirk Seney
BOSTON, MA
CFA
Maxwell James Mahoney
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile