Matthew
Seney

Wainwright Investment Counsel LLC

CRD#4075881
Investment Advisor
in Boston, MA

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About this Advisor

Matthew Seney is a financial advisor who works in Boston, Massachusetts. Currently an investment advisor at Wainwright Investment Counsel LLC, Seney has 17 years of professional experience as a registered investment advisor. Seney has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Seney can advise customers in Massachusetts and New Jersey. Their career trajectory has included roles at Wainwright Investment Counsel, Wfs, LLC and Wainwright Investment Counsel, LLC. Wainwright Investment Counsel LLC is located in Boston, Massachusetts. Overall, Wainwright Investment Counsel LLC oversees $4 billion in assets across 167 accounts and retains 22 staff members. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 28 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Wainwright Investment Counsel LLC offers 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. The firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

One Boston Place 41St Floor
Boston, MA 02108

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Wainwright Investment Counsel LLC Brokerage Details

Total Assets Under Management

$3,458,900,000

MA Average: $16,012,751,954
Total Number of Employees

22

MA Average: 118
Total Number of Accounts

167

MA Average: 4,567
Average Account Size

$20,711,976

MA Average: $3,506,186

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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

Matthew Seney Work History

Matthew has 18 years of experience.

2016 - Present (4 years)

Wainwright Investment Counsel, LLC

2013 - Present (7 years)

Wainwright Investment Counsel, LLC

2002 - Present (18 years)

Wfs, LLC

2002 - 2013 (11 years)

Wainwright Investment Counsel

Disclosures

Matthew Seney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wainwright Investment Counsel LLC

Richard Zack
Boston, MA
Salim Khanachet
Boston, MA
Stephen Barrett
Boston, MA
Michael Siracuse
Boston, MA
Matthew Seney
Boston, MA
Donald Ross
Boston, MA
Gustavo Aristizabal
Boston, MA
Eric Bertonazzi
Boston, MA

This content was compiled from the SEC and FINRA.

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