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WAINWRIGHT INVESTMENT COUNSEL LLC
WAINWRIGHT INVESTMENT COUNSEL LLC
BOSTON, Massachusetts
·
9 registered advisors
·
CRD# 108711
SEC# 801-56485
0
617-531-3100
01
Firm Overview
AUM
$4.9B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: BESPOKE ADVISORY AND CONSULTING SERVICES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WAINWRIGHT INVESTMENT COUNSEL LLC
9 registered advisors
Eric Paul Bertonazzi
BOSTON, Massachusetts
CRD# 2590583
Gustavo Adolfo Aristizabal
BOSTON, Massachusetts
CRD# 2735053
Jeffrey David Fabrizio
BOSTON, Massachusetts
CRD# 2998973
Margaret Lorene Leonard
BOSTON, Massachusetts
CRD# 2054939
Matthew Kirk Seney
BOSTON, Massachusetts
CFA
CRD# 4075881
Maxwell James Mahoney
BOSTON, Massachusetts
CRD# 3121146
Paul George Martins
BOSTON, Massachusetts
CRD# 1189296
Robert Lee Clark
BOSTON, Massachusetts
CRD# 47834
Stephen Dalton Barrett
BOSTON, Massachusetts
CRD# 13479
05
Office Locations
BOSTON, Massachusetts
9 advisors
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Data sourced from SEC Form ADV filings. WAINWRIGHT INVESTMENT COUNSEL LLC (CRD# 108711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.