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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Paul Bertonazzi is a registered investment advisor representative with Wainwright Investment Counsel LLC, located in Boston, Massachusetts. Eric has been in the industry since August 13, 1999 and holds Series 3, 63, 65, and 7 licenses. Eric has a broad range of experience working with various clients including individuals, corporations, charitable organizations, and state or municipal government entities. Eric also has experience with private placements and commodity pool operator. Eric is a managing member and principal of Wainwright Capital Partners, LLC, a wholly owned subsidiary of Wainwright Investment Counsel LLC. Eric's focus is on providing bespoke advisory and consulting services, and he is registered in California, Massachusetts and Rhode Island.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bespoke advisory and consult, solicit fees
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
08/14/1999 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
BC
Issued 02/19/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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