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Anne Feely

Wintrust Investments LLC

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About Anne Feely

Anne Feely is a financial professional with over 30 years of experience in the industry. Anne is currently registered with Wintrust Investments LLC in Chicago, Illinois. She is a Series 52, Series 53, and Series 63 licensed professional. Anne provides financial planning, selection of other advisors, and portfolio management services for individuals and businesses. Previously, Anne was affiliated with R.W. Smith & Associates, LLC in Palatine, Illinois and Chapdelaine & Co. in New York, New York.

Firm Information

Anne Feely is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anne Feely’s Registration & Firm History

IL

03/30/2017 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

08/18/2015 - 03/20/2017

R.W. SMITH & ASSOCIATES, LLC (PALATINE IL)

NY

10/05/1992 - 02/23/2000

CHAPDELAINE & CO. (NEW YORK NY)

NJ

11/30/1990 - 08/31/1992

R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 02/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2015

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anne Feely.
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