Unclaimed Profile

Rand Goodwin Folta

WINSLOW WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

Series 5, Series 7, Series 6324 years registeredWINSLOW WEALTH MANAGEMENT LLC

175 FEDERAL STREET, BOSTON, MA 02110CRD# 721219Firm CRD# 166196

Profile Verification

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

Identity

Rand Goodwin Folta · BOSTON, MA

Registration

CRD #721219 · WINSLOW WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINSLOW WEALTH MANAGEMENT LLC

SHOREPOINT CAPITAL PARTNERS LLC

Jan 2023 – Aug 2024

NORWOOD, MA

B. RILEY WEALTH ADVISORS, INC.

Mar 2021 – Jan 2023

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Jan 2018 – Jul 2021

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Feb 2013 – Dec 2017

BOSTON, MA

WINSLOW, EVANS & CROCKER, INC.

Jan 2012 – Apr 2021

BOSTON, MA

BURNS & LEVINSON ASSET MANAGEMENT

Dec 2001 – Nov 2022

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 63

Registration record

First registered · December 16, 2001

Years registered · 24

Disclosure History

1995Customer 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 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 Rand Goodwin Folta offer?

Rand Goodwin Folta specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Rand Goodwin Folta's credentials?

Rand Goodwin Folta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rand Goodwin Folta located?

Rand Goodwin Folta is based in BOSTON, Massachusetts, last registered with WINSLOW WEALTH MANAGEMENT LLC.

How does Rand Goodwin Folta charge for services?

Rand Goodwin Folta'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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