Unclaimed Profile

Raymond Charles Julian

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

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 79TOCFPClean record32 years registeredWINSLOW, EVANS & CROCKER, INC.

175 FEDERAL STREET, BOSTON, MA 02110CRD# 1155224Firm CRD# 29686

Profile Verification

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

Identity

Raymond Charles Julian · BOSTON, MA

Registration

CRD #1155224 · WINSLOW, EVANS & CROCKER, INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINSLOW, EVANS & CROCKER, INC.

B. RILEY WEALTH ADVISORS, INC.

Mar 2021 – Oct 2024

WINTHROP, MA

WINSLOW, EVANS & CROCKER, INC.

Jul 2006 – Mar 2021

BOSTON, MA

COMPASS CAPITAL CORPORATION

Apr 1994 – Oct 2006

QUINCY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 79TO

Registration record

First registered · April 14, 1994

Years registered · 32

Professional designation · CFP

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, 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 Raymond Charles Julian offer?

Raymond Charles Julian specializes in Financial Planning, Investment Management, Wealth Management.

What are Raymond Charles Julian's credentials?

Raymond Charles Julian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Raymond Charles Julian located?

Raymond Charles Julian is based in BOSTON, Massachusetts, last registered with WINSLOW, EVANS & CROCKER, INC..

How does Raymond Charles Julian charge for services?

Raymond Charles Julian'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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