AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Scott Strimaitis

WINSLOW, EVANS & CROCKER, INC.·BOSTON, Massachusetts
SIE, Series 7, Series 52TO, Series 63, Series 79TOClean recordWINSLOW, EVANS & CROCKER, INC.
175 FEDERAL STREET, BOSTON, MA 02110CRD# 2640459Firm CRD# 29686

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Strimaitis · BOSTON, MA
Registration
CRD #2640459 · WINSLOW, EVANS & CROCKER, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 52TO
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WINSLOW, EVANS & CROCKER, INC.
CRD 29686 · SEC 801-63905
AUM
$889M
Regulatory assets under management
Employees
49
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

Speak with David Scott

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

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

Looking for a financial advisor in BOSTON?

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

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Scott Strimaitis offer?
David Scott Strimaitis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Scott Strimaitis's credentials?
David Scott Strimaitis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Strimaitis located?
David Scott Strimaitis 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 David Scott Strimaitis charge for services?
David Scott Strimaitis'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WINSLOW, EVANS & CROCKER, INC.

Robert Malachy Cully
BOSTON, MA
Vincent Joseph Sbano
BOSTON, MA
Alfred Cutler Barnes Iii Mcnevin
BOSTON, MA
Robert Bernard Maloney
BOSTON, MA
Tina Blakeley Maloney
BOSTON, MA
Raymond Charles Julian
BOSTON, MA
CFP

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile