FENWAY FINANCIAL ADVISORS, LLC
CRD #139775 SEC #801-117969 ARLINGTON, VA 617-704-7805
SEC Registered
Total AUM
$236.5M
Discretionary
$0
Employees
2
Clients
101
Accounts
377
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| CATLIN, CAROLYN, BELLA | I | PRINCIPAL | NA | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WINTERMEIER, STEPHEN, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (6)
FL MA NH NY TX VA
Address
1201 WILSON BLVD.25TH FLOOR
ARLINGTON, VA 22209
United States
Phone: 617-704-7805