Paul Brian Perdigao

Employer firm

Wainwright Investment Counsel LLC CRD 108711

$5.52B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → Present
  Wfs, Llc
  Boston, MA
• 04/1999 → Present
  Wainwright Investment Counsel, Llc
  Boston, MA

Other Businesses

MR. PERDIGAO IS EMPLOYED BY WAINWRIGHT INVESTMENT COUNSEL, LLC ("WAINWRIGHT"), AN SEC REGISTERED INVESTMENT ADVISOR, AND CURRENTLY HOLDS THE POSITION OF DIRECTOR OF OPERATIONS & VICE PRESIDENT. MR. PERDIGAO IS THE AML COMPLIANCE OFFICER OF WFS, LLC. WHOSE BUSINESS IS CURRENTLY LIMITED TO ENGAGING IN THE FACILITATION OF PRIVATE PLACEMENT TRANSACTIONS. WFS, LLC IS A WHOLLY OWNED SUBSIDIARY OF WAINWRIGHT ALSO LOCATED AT ONE BOSTON PLACE, BOSTON, MA 02108. MR. PERDIGAO MAINTAINS OUTSIDE BUSINESS ACTIVITY (RENTAL PROPERTY), WHICH IS CONDUCTED AFTER MARKET HOURS AND IS NOT SECURITIES INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-12
• S65 Uniform Investment Adviser Law Examination
  1997-09-22