Boca Raton, FL E. Palmetto Park Road Office

Team
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Fairport Advisors, Inc. logo

Fairport Advisors, Inc.

Team

Firm-wide stats for Fairport Advisors, Inc.

Total advisors

8

Across 6 offices

Clients per advisor

8 Very Low

Avg AUM per client

$882,258 Typical

HNW client ratio

11% Very Low

About

Fairport Advisors, Inc. provides discretionary investment management and investment consulting to individuals, high‑net‑worth clients, trusts, pension and business accounts. The firm reports managing roughly $54.7 million for about 62 clients and delivers regular custodial reporting and quarterly performance reviews.

Its investment approach combines strategic and tactical asset allocation driven by proprietary algorithms, technical and quantitative analysis, and some artificial‑intelligence tools; model portfolios range from defensive income and balanced strategies to aggressive sector, short‑term tactical equity, and crypto‑focused programs. Portfolios commonly include ETFs, individual stocks, closed‑end and collective investment funds, and the firm may employ derivatives, margin (when authorized), and third‑party sub‑advisers such as Hanlon and Morningstar, with model execution coordinated through an institutional custodian platform.

Noteworthy for a small team, Fairport operates multiple offices and some advisors are also registered representatives of an affiliated broker‑dealer (Fairport Capital), meaning they may receive commission compensation for certain product sales, which the brochure discloses as a potential conflict of interest. The firm’s brochure emphasizes managed strategies and consulting but does not present standalone ongoing financial planning as a core offering.

Based on Fairport Advisors, Inc.

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Based on Fairport Advisors, Inc.

Location

150 E. Palmetto Park Road, S. 800

Boca Raton FL 33432

Advisors at this office

2

Advisors at this office

user avatar

Barry G

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Barry Giske is a financial advisor at Fairport Advisors, Inc. in Boca Raton, FL, with 21 years of industry experience. He has been with Fairport Advisors since 2011 and is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm unrelated to his investment work. Giske holds Series 63 and Series 65 licenses. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Nella Z

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Nella Zelensky is a financial advisor with Fairport Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Fairport Advisors, she worked at firms including Luckystrike Securities, Summit Financial, and Swiss Allied. Outside of investment advisory, Ms. Zelensky is a Certified Divorce Financial Analyst (CDFA®), co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm, and holds a Master Analyst in Financial Forensics (MAFF) designation. Fairport Advisors, Inc. provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm’s investment approach integrates strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools, managing approximately $54.7 million across diverse model portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments
View complete list of advisors at this office
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