Paul Martins has been Member of Board of Managers, Chief Financial & Administrative Officer of Wainwright Investment Counsel since July 2013, is a control person of the firm and directly owns under 5% of it. Paul Martins holds an M.B.A. from the University of Massachusetts at Dartmouth and a B.S. from the University of Massachusetts at Dartmouth.
Wainwright Investment Counsel LLC is a Boston, MA firm with $5.52B under management, 214 clients and 10 advisers in one office, as of its September 2026 filing.
Paul Martins is Member of Wainwright Board, Chief Financial Officer and Chief Administrative Officer of Wainwright Investment Counsel. Martins joined Wainwright in 2003. Before that, Martins was chief financial officer and treasurer of Standish Mellon Asset Management, LLC, and earlier senior vice president, chief financial officer and treasurer of Liberty Securities Corporation.
No adviser firm registrations are on Paul Martins’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 January 1997 |
| Series 27 | Financial and Operations Principal Examination | 19 November 1983 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Paul George Martins
- CRD
- 1189296
- Firm
- Wainwright Investment Counsel · CRD 108711
- Role
- Member of Board of Managers, Chief Financial & Administrative Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- winvcounsel.com
Where does Paul Martins work?
Paul Martins has been Member of Board of Managers, Chief Financial & Administrative Officer of Wainwright Investment Counsel LLC since July 2013, and is a control person of the firm.
Does Paul Martins have a current investment-adviser registration?
Paul Martins has a current broker registration and no current investment-adviser registration.
What exams has Paul Martins passed?
Paul Martins has passed 4 licensing exams: the Series 27, Series 63, Series 99TO and SIE. The earliest, the Series 27, was passed in November 1983.
Is Paul Martins registered with FINRA?
Yes. Paul Martins has a current broker registration, under CRD 1189296.
Source: FINRA BrokerCheck
How can I verify Paul Martins’ record?
Search CRD 1189296 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Martins’ full registration record.
Eric BertonazziChairman of Board of Managers, Chief Executive Officer, Chief Investment Officer
Gustavo AristizabalMember of Board of Managers, President and Corporate Secretary
Matthew SeneyChief Operating Officer, Deputy Chief Investment Officer- Christopher MortaraChief Compliance Officer
- Stephen BarrettMember of Board of Managers