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Paul Scott Pomerantz

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts
Series 65Clean record16 years registeredWINDROSE ADVISORS LLC
WATERMILL CENTER, WALTHAM, MA 02453CRD# 5751736Firm CRD# 152145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Scott Pomerantz · WALTHAM, MA
Registration
CRD #5751736 · WINDROSE ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WINDROSE ADVISORS LLC
May 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 24, 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

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05

Frequently Asked Questions

What services does Paul Scott Pomerantz offer?
Paul Scott Pomerantz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Paul Scott Pomerantz's credentials?
Paul Scott Pomerantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Scott Pomerantz located?
Paul Scott Pomerantz is based in WALTHAM, Massachusetts, working with WINDROSE ADVISORS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Paul Scott Pomerantz charge for services?
Paul Scott Pomerantz'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.
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Other Advisors at WINDROSE ADVISORS LLC

Gildas Quinquis
WALTHAM, MA
Kenneth Robert Polay
WALTHAM, MA
Paul Kenneth Mutch
WALTHAM, MA
William A Heitin
WALTHAM, MA

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Research
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