Unclaimed Profile

Travis Wilson

GURNET POINT CAPITAL, LLC·CAMBRIDGE, Massachusetts

Clean recordGURNET POINT CAPITAL, LLC

55 CAMBRIDGE PARKWAY, CAMBRIDGE, MA 02142CRD# 7707188Firm CRD# 320759

Profile Verification

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

Identity

Travis Wilson · CAMBRIDGE, MA

Registration

CRD #7707188 · GURNET POINT CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Travis Wilson is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with GURNET POINT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GURNET POINT CAPITAL, LLC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GURNET POINT CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7707188

Firm CRD# 320759

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Travis Wilson offer?

Travis Wilson specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are Travis Wilson's credentials?

Travis Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis Wilson located?

Travis Wilson is based in CAMBRIDGE, Massachusetts, working with GURNET POINT CAPITAL, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does Travis Wilson charge for services?

Travis Wilson'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 GURNET POINT CAPITAL, LLC?

GURNET POINT CAPITAL, LLC has approximately 17 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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