AdvisorOS Directory
Claim Profile
Unclaimed Profile
FW

Frederick Holland Winston

WINVEST INVESTMENTS L.P.·MONTROSE, Colorado
Series 7, Series 63Clean record29 years registeredWINVEST INVESTMENTS L.P.
20349 PAHGRE ROAD, MONTROSE, CO 81403-8627CRD# 1278756Firm CRD# 114358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Holland Winston · MONTROSE, CO
Registration
CRD #1278756 · WINVEST INVESTMENTS L.P. · 29 years registered
Brand Profile
Not yet started
01

Career History

WINVEST INVESTMENTS L.P.
Sep 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · September 27, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINVEST INVESTMENTS L.P.
CRD 114358 · SEC 801-67559
AUM
$36M
Regulatory assets under management
Employees
1
31 client accounts
Services offered by WINVEST INVESTMENTS L.P.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WINVEST INVESTMENTS L.P. →
Introduction

Speak with Frederick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frederick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTROSE?

Browse all registered financial advisors in MONTROSE, Colorado or claim this profile if it's yours.

Browse MONTROSE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Frederick Holland Winston offer?
Frederick Holland Winston specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTROSE, Colorado for a consultation.
What are Frederick Holland Winston's credentials?
Frederick Holland Winston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Holland Winston located?
Frederick Holland Winston is based in MONTROSE, Colorado, working with WINVEST INVESTMENTS L.P.. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.
How does Frederick Holland Winston charge for services?
Frederick Holland Winston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINVEST INVESTMENTS L.P.?
WINVEST INVESTMENTS L.P. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MONTROSE, Colorado

Adam J. Miller
ELDERADO FINANCIAL, INC·MONTROSE, CO
John Lawrence Mckenna
HIGH COUNTRY CAPITAL MANAGEMENT INC·MONTROSE, CO
Michael Jonathan Murphy
CIMARRON WEALTH MANAGEMENT, INC.·MONTROSE, CO
CFP
Janet K Elder
ELDERADO FINANCIAL, INC·MONTROSE, CO
Kevin Scott Sanderford
CIMARRON WEALTH MANAGEMENT, INC.·MONTROSE, CO
Lincoln Whitney Anderson
CIMARRON WEALTH MANAGEMENT, INC.·MONTROSE, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)FORT COLLINS (32)MONUMENT (25)LAKEWOOD (21)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile