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Matthew Kirk Seney

Investment adviser representative at Wainwright Investment Counsel LLC
24 yearsExperience
3 statesRegistered in
CFADesignation
$5.5BFirm assets

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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

24 years in the industry.

  1. Wainwright Investment Counsel, LLCMar 2013 to now
  2. Wfs, LLCApr 2002 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 3 states (MA, NJ, TX).

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
4075881
Firm CRD
108711
Advisor's SEC record (opens in a new tab)
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