Gustavo
Aristizabal
Wainwright Investment Counsel LLC
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About this Advisor
Gustavo Aristizabal is a financial advisor who works out of Boston, Massachusetts with 24 years of industry experience. Aristizabal is an employee of Wainwright Investment Counsel LLC. During their career, the advisor has held roles at Wainwright Investment Counsel, Wainwright Investment Counsel, LLC and Wfs, LLC. Aristizabal maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California, Kentucky and Massachusetts. Wainwright Investment Counsel LLC is a registered investment company that has its headquarters in Boston, MA. It manages $4 billion in assets under management between its 203 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 203 accounts, 45% are held by high-net-worth individuals who have more than $1 million in investable assets. Wainwright Investment Counsel LLC performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically depend on which service is offered. Fees charged by Wainwright Investment Counsel LLC may include some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wainwright Investment Counsel LLC Brokerage Details
$4,387,965,000
18
203
$21,615,591
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gustavo Aristizabal Work History
Gustavo has been registered as a financial advisor for 24 years.*
Wfs, LLC
Wainwright Investment Counsel
Wfs, LLC
Wfs, LLC
Wainwright Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gustavo Aristizabal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wainwright Investment Counsel LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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