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Everett Clinton Lewis

Wainwright Investment Counsel LLC

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About Everett Clinton Lewis

Everett Clinton Lewis is an investment advisor representative with Wainwright Investment Counsel LLC in Boston, Massachusetts. Everett Lewis is registered in Massachusetts and Rhode Island. Everett Lewis previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Providence, Rhode Island.

Firm Information

Everett Lewis is currently registered with Wainwright Investment Counsel LLC. Wainwright Investment Counsel LLC is an investment advisor registered with the SEC and located in BOSTON, MA. The firm provides portfolio management services to individuals, corporations, charitable organizations, state or municipal government entities, and pooled investment vehicles. They also offer pension consulting, educational seminars, and selection of other advisors. The firm manages approximately $4,946,557,000 in regulatory assets under management.
Wainwright Investment Counsel LLC

ONE BOSTON PLACE

BOSTON, MA 02108

$4.95B

Assets Under Management

Not reported

Total Clients

11

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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bespoke advisory and consult, solicit fees

Bespoke advisory and consult, solicit fees

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Bespoke advisory and consulting services

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Everett Lewis’s Registration & Firm History

MA

07/25/2023 - Present

Wainwright Investment Counsel LLC (BOSTON MA)

RI

07/31/2022 - 07/03/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)

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Licenses & Designations

BOTH

Issued 08/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Everett Clinton Lewis.
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