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Everett Lewis
from Wainwright Investment Counsel LLC
Everett Lewis is a financial advisor based in Massachusetts, Boston,
with 11 years of experience. Everett currently works for
Wainwright Investment Counsel LLC.
Everett maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Everett Lewis works at Wainwright Investment Counsel LLC
Wainwright Investment Counsel LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $80,601,000 of assets under management and employs about 18 people. Wainwright Investment Counsel LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and bespoke advisory and consulting services.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and bespoke advisory and consulting services
Office location
One Boston Place, 41st Floor, Boston, Massachusetts, 2108
Advisor can help with
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