Unclaimed Profile

Alfred Cutler Barnes Iii Mcnevin

WINSLOW, EVANS & CROCKER, INC.·BOSTON, Massachusetts

SIE, Series 1, Series 7, Series 63, Series 65, Series 79TO9 years registeredWINSLOW, EVANS & CROCKER, INC.

175 FEDERAL STREET, BOSTON, MA 02110CRD# 859485Firm CRD# 29686

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alfred Cutler Barnes Iii Mcnevin · BOSTON, MA

Registration

CRD #859485 · WINSLOW, EVANS & CROCKER, INC. · 9 years registered

Brand Profile

Not yet started

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Apr 2025 – present

B. RILEY WEALTH ADVISORS, INC.

May 2021 – Apr 2025

BOSTON, MA

WINSLOW, EVANS & CROCKER, INC.

May 2017 – Mar 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · May 15, 2017

Years registered · 9

Disclosure History

1999Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WINSLOW, EVANS & CROCKER, INC.

CRD 29686 · SEC 801-63905

AUM

$889M

Regulatory assets under management

Employees

1,801 client accounts

Services offered by WINSLOW, EVANS & CROCKER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINSLOW, EVANS & CROCKER, INC. →

Introduction

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Frequently Asked Questions

What services does Alfred Cutler Barnes Iii Mcnevin offer?

Alfred Cutler Barnes Iii Mcnevin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Alfred Cutler Barnes Iii Mcnevin's credentials?

Alfred Cutler Barnes Iii Mcnevin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfred Cutler Barnes Iii Mcnevin located?

Alfred Cutler Barnes Iii Mcnevin is based in BOSTON, Massachusetts, working with WINSLOW, EVANS & CROCKER, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Alfred Cutler Barnes Iii Mcnevin charge for services?

Alfred Cutler Barnes Iii Mcnevin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINSLOW, EVANS & CROCKER, INC.?

WINSLOW, EVANS & CROCKER, INC. has approximately 49 employees and manages $889M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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