AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Justin Carter Dausch

WINDHAM CAPITAL MANAGEMENT, LLC·CAMBRIDGE, Massachusetts
SIE, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TOClean recordWINDHAM CAPITAL MANAGEMENT, LLC
245 MAIN STREET, CAMBRIDGE, MA 02142CRD# 6919209Firm CRD# 110539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Carter Dausch · CAMBRIDGE, MA
Registration
CRD #6919209 · WINDHAM CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WINDHAM CAPITAL MANAGEMENT, LLC
CRD 110539 · SEC 801-45014
AUM
$192M
Regulatory assets under management
Employees
9
3 client accounts
Services offered by WINDHAM CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WINDHAM CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Justin

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

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

Looking for a financial advisor in CAMBRIDGE?

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

Browse CAMBRIDGE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Justin Carter Dausch offer?
Justin Carter Dausch specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Justin Carter Dausch's credentials?
Justin Carter Dausch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Carter Dausch located?
Justin Carter Dausch is based in CAMBRIDGE, Massachusetts, working with WINDHAM CAPITAL MANAGEMENT, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Justin Carter Dausch charge for services?
Justin Carter Dausch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDHAM CAPITAL MANAGEMENT, LLC?
WINDHAM CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $192M 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 WINDHAM CAPITAL MANAGEMENT, LLC

Stanley Wade Shelton
BOSTON, MA
Mark Paul Kritzman
CAMBRIDGE, MA
Scott Taylor Carleton
BOSTON, MA
Lucas F Turton
BOSTON, MA

More Advisors in CAMBRIDGE, Massachusetts

Christopher Taylor Carlin
MISSION BIOCAPITAL MANAGEMENT COMPANY LLC·CAMBRIDGE, MA
Shomesh Ernesto Chaudhuri
QLS ADVISORS LLC·CAMBRIDGE, MA
Amy Yaa Boatemaa Duffuor
AZOLLA MANAGEMENT COMPANY, LP·CAMBRIDGE, MA
James Charles Pinney
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
John Robert Goddard
PINNEY & SCOFIELD, INC.·CAMBRIDGE, MA
Linda Cook Carley
KNOTT ASSET MANAGEMENT, LLC·CAMBRIDGE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile