Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Seney is an investment advisor representative with Wainwright Investment Counsel LLC and has been in the industry since August 2001. Matthew is registered with FINRA and the states of Massachusetts, New Jersey, Florida, New York, Rhode Island and Texas. Matthew has passed Series 3, 7, 66, and SIE exams. Matthew currently holds the position of Chief Operating Officer & Deputy Chief Investment Officer at Wainwright Investment Counsel LLC. He also has a business relationship with WFS, LLC, a wholly owned subsidiary of Wainwright, for which he facilitates private placement transactions. In addition, Matthew serves as a trustee for a trust that is a client of Wainwright, for which he receives no compensation.
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
02/22/2024 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
08/03/2001 - 04/09/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
BOTH
Issued 3/7/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 8/1/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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