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Renate Von-Krause-Westmacott

WINSLOW, EVANS & CROCKER, INC.·BOSTON, Massachusetts
SIE, Series 27, Series 99TOClean recordWINSLOW, EVANS & CROCKER, INC.
175 FEDERAL STREET, BOSTON, MA 02110CRD# 4677080Firm CRD# 29686

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Renate Von-Krause-Westmacott · BOSTON, MA
Registration
CRD #4677080 · WINSLOW, EVANS & CROCKER, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
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. →
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04

Frequently Asked Questions

What services does Renate Von-Krause-Westmacott offer?
Renate Von-Krause-Westmacott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Renate Von-Krause-Westmacott's credentials?
Renate Von-Krause-Westmacott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renate Von-Krause-Westmacott located?
Renate Von-Krause-Westmacott 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 Renate Von-Krause-Westmacott charge for services?
Renate Von-Krause-Westmacott'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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Other Advisors at WINSLOW, EVANS & CROCKER, INC.

David Scott Strimaitis
BOSTON, MA
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

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