Stephen
Barrett
Wainwright Investment Counsel LLC
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About this Advisor
Stephen Barrett is a financial advisor based in Boston, Massachusetts, working with Wainwright Investment Counsel LLC. Stephen has previously held positions at Wfs, LLC and Wainwright Investment Counsel, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Stephen is part of Wainwright Investment Counsel LLC, which operates out of Boston, Massachusetts. The firm has 16 employees and manages assets totaling $4.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Wainwright Investment Counsel LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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Wainwright Investment Counsel LLC Brokerage Details
$4,946,557,000
16
210
$23,555,033
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
Stephen Barrett Work History
Wfs, LLC
Wainwright Investment Counsel, LLC
Disclosures
Please visit the SEC profile of Stephen Barrett 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 6/19/2024. 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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