Unclaimed Profile

Robert Bernard Maloney

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

SIE, Series 3, Series 4, Series 5, Series 7, Series 8, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TO21 years registeredWINSLOW, EVANS & CROCKER, INC.

175 FEDERAL STREET, BOSTON, MA 02110CRD# 822550Firm CRD# 29686

Profile Verification

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

Identity

Robert Bernard Maloney · BOSTON, MA

Registration

CRD #822550 · WINSLOW, EVANS & CROCKER, INC. · 21 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.

May 2021 – Dec 2023

Lakewood Ranch, FL

WINSLOW WEALTH MANAGEMENT LLC

Jan 2018 – Jul 2021

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Jan 2013 – Dec 2017

BOSTON, MA

WINSLOW, EVANS & CROCKER, INC.

Feb 2005 – Apr 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 5

Series 7

Series 8

Series 9

Series 10

Series 24

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · February 4, 2005

Years registered · 21

Disclosure History

1987Regulatory·Final

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, 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 Robert Bernard Maloney offer?

Robert Bernard Maloney specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Bernard Maloney's credentials?

Robert Bernard Maloney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bernard Maloney located?

Robert Bernard Maloney is based in BOSTON, Massachusetts, last registered with WINSLOW, EVANS & CROCKER, INC..

How does Robert Bernard Maloney charge for services?

Robert Bernard Maloney'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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