Unclaimed Profile

Mark Paul Kritzman

WINDHAM CAPITAL MANAGEMENT, LLC·CAMBRIDGE, Massachusetts

Series 3Clean record15 years registeredWINDHAM CAPITAL MANAGEMENT, LLC

245 MAIN STREET, CAMBRIDGE, MA 02142CRD# 1647019Firm CRD# 110539

Profile Verification

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

Identity

Mark Paul Kritzman · CAMBRIDGE, MA

Registration

CRD #1647019 · WINDHAM CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINDHAM CAPITAL MANAGEMENT, LLC

WINDHAM CAPITAL MANAGEMENT, LLC

Nov 2010 – Dec 2024

CAMBRIDGE, MA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · November 18, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINDHAM CAPITAL MANAGEMENT, LLC

CRD 110539 · SEC 801-45014

AUM

$192M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Mark Paul Kritzman offer?

Mark Paul Kritzman specializes in Retirement Planning, Fee-Only Advisory.

What are Mark Paul Kritzman's credentials?

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

Where is Mark Paul Kritzman located?

Mark Paul Kritzman is based in CAMBRIDGE, Massachusetts, last registered with WINDHAM CAPITAL MANAGEMENT, LLC.

How does Mark Paul Kritzman charge for services?

Mark Paul Kritzman'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.

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