Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Adolfo Aristizabal is a financial advisor with over 20 years of experience in the industry. Gustavo holds a Series 7, Series 24, Series 63 and Series 65 licenses and is registered in several states. He is the President and Corporate Secretary of Wainwright Investment Counsel LLC, a Boston-based investment advisor with over 4 billion dollars in assets under management. Gustavo is also the Chief Executive Officer and Branch Office Manager of WFS, LLC and the Chief Compliance Officer and a Principal of Wainwright Capital Partners, LLC. Gustavo focuses on advising high-net-worth individuals, families, institutions, and foundations. Gustavo Adolfo Aristizabal's experience and knowledge of the financial industry make him a valuable resource for clients seeking personalized financial advice.
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
1
2
MA
07/21/2023 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
08/30/2001 - 03/19/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gustavo Aristizabal is the right advisor for you? Invested Better is here to help.
