Paul Brian Perdigao
Investment adviser representative at Wainwright Investment Counsel LLC
27 yearsExperience
1 stateRegistered in
$5.5BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Wfs, LLCApr 2002 to now
- Wainwright Investment Counsel, LLCApr 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wainwright Investment Counsel LLC
$5.5BAssets managed
214Clients
12Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2911607
- Firm CRD
- 108711