Matthew
Seney

Wainwright Investment Counsel LLC

CRD#4075881
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Seney is a chartered financial analyst based in Boston, Massachusetts, who has been in the advisory business for 16 years. Seney works at Wainwright Investment Counsel LLC. Throughout their career, Seney has worked at Wainwright Investment Counsel, LLC, Wainwright Investment Counsel and Wfs, LLC. Seney has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Wainwright Investment Counsel LLC is a company that has its headquarters in Boston, Massachusetts. It has a total of 22 employees. It oversees $4 billion in assets among its 171 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 171 customer accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. Wainwright Investment Counsel LLC provides a wide array of services, such as 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Wainwright Investment Counsel LLC most likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

16 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

$3,604,132,000

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

22

MA Average: 118
Total Number of Accounts

171

MA Average: 4,567
Average Account Size

$21,076,795

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 16 years of experience.

2016 - Present (3 years)

Wainwright Investment Counsel, LLC

2013 - Present (6 years)

Wainwright Investment Counsel, LLC

2002 - 2013 (11 years)

Wainwright Investment Counsel

2002 - Present (17 years)

Wfs, LLC

Disclosures

Matthew Seney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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