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Jeffrey David Fabrizio

Wainwright Investment Counsel LLC

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About Jeffrey David Fabrizio

Jeffrey Fabrizio is a financial advisor with Wainwright Investment Counsel LLC. Jeffrey has been in the industry since 2001 and is registered with the state of Massachusetts. Jeffrey has been with Wainwright Investment Counsel LLC since 2013. Previously, Jeffrey worked for H.C. Wainwright & Co., Inc. from 2001 to 2002. Jeffrey is a member of the Permanent Building Committee for the Town of Norwell, MA.

Firm Information

Jeffrey Fabrizio 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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Jeffrey Fabrizio’s Registration & Firm History

MA

02/19/2013 - Present

Wainwright Investment Counsel LLC (BOSTON MA)

NY

11/05/2001 - 04/16/2002

H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey David Fabrizio.
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