Unclaimed Profile

Douglas Edward White

WINSLOW WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 3, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 87CFAClean record25 years registeredWINSLOW WEALTH MANAGEMENT LLC

175 FEDERAL STREET, BOSTON, MA 02110CRD# 1060807Firm CRD# 166196

Profile Verification

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

Identity

Douglas Edward White · BOSTON, MA

Registration

CRD #1060807 · WINSLOW WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Feb 2024 – present

B. RILEY WEALTH ADVISORS, INC.

Apr 2021 – Feb 2024

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Jan 2018 – Jul 2021

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Jan 2013 – Dec 2017

BOSTON, MA

BURNS & LEVINSON ASSET MANAGEMENT

Feb 2012 – Nov 2022

BOSTON, MA

BURNS & LEVINSON ASSET MANAGEMENT

May 2011 – Jun 2011

BOSTON, MA

WINSLOW, EVANS & CROCKER, INC.

Oct 2008 – Apr 2021

BOSTON, MA

DETWILER FENTON & CO.

Jan 2007 – Oct 2008

BOSTON, MA

DETWILER, MITCHELL, FENTON & GRAVES, INC.

Mar 2004 – Dec 2006

BOSTON, MA

J. P. MORGAN SECURITIES INC.

Jun 2001 – Jul 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 87

Registration record

First registered · June 16, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WINSLOW WEALTH MANAGEMENT LLC

CRD 166196 · SEC 801-77389

AUM

$27M

Regulatory assets under management

Employees

50 client accounts

Services offered by WINSLOW WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WINSLOW WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Edward White offer?

Douglas Edward White specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Douglas Edward White's credentials?

Douglas Edward White holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Edward White located?

Douglas Edward White is based in BOSTON, Massachusetts, working with WINSLOW WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Douglas Edward White charge for services?

Douglas Edward White'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 WINSLOW WEALTH MANAGEMENT LLC?

WINSLOW WEALTH MANAGEMENT LLC has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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