AdvisorOS Directory
Claim Profile
Unclaimed Profile
KP

Kenneth Robert Polay

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts
Clean record16 years registeredWINDROSE ADVISORS LLC
WATERMILL CENTER, WALTHAM, MA 02453CRD# 5059254Firm CRD# 152145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Robert Polay · WALTHAM, MA
Registration
CRD #5059254 · WINDROSE ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WINDROSE ADVISORS LLC
Feb 2010 – present
02

Registrations & Exams

Registration record
First registered · February 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINDROSE ADVISORS LLC
CRD 152145 · SEC 801-70859
AUM
$2.5B
Regulatory assets under management
Employees
23
508 client accounts
Services offered by WINDROSE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WINDROSE ADVISORS LLC →
Introduction

Speak with Kenneth

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

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

Looking for a financial advisor in WALTHAM?

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

Browse WALTHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth Robert Polay offer?
Kenneth Robert Polay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Kenneth Robert Polay's credentials?
Kenneth Robert Polay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Robert Polay located?
Kenneth Robert Polay is based in WALTHAM, Massachusetts, working with WINDROSE ADVISORS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Kenneth Robert Polay charge for services?
Kenneth Robert Polay's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDROSE ADVISORS LLC?
WINDROSE ADVISORS LLC has approximately 23 employees and manages $2.5B 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 WINDROSE ADVISORS LLC

Gildas Quinquis
WALTHAM, MA
Paul Kenneth Mutch
WALTHAM, MA
Paul Scott Pomerantz
WALTHAM, MA
William A Heitin
WALTHAM, MA

More Advisors in WALTHAM, Massachusetts

Christopher C Chandler
BALLENTINE PARTNERS, LLC·WALTHAM, MA
Adrian B Becker
SAVVI FINANCIAL LLC·WALTHAM, MA
Eryn-Ashlei Bailey
BALLENTINE PARTNERS, LLC·WALTHAM, MA
Brian Thomas Price
COMMONWEALTH EQUITY SERVICES, LLC·WALTHAM, MA
Christopher Michael Moran
SAVVI FINANCIAL LLC·WALTHAM, MA
David Andrew Foley
COVALENT PARTNERS LLC·WALTHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWELLESLEY GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile