Unclaimed Profile

Robert Malachy Cully

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

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 66, Series 99TO20 years registeredWINSLOW, EVANS & CROCKER, INC.

175 FEDERAL STREET, BOSTON, MA 02110CRD# 1423747Firm CRD# 29686

Profile Verification

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

Identity

Robert Malachy Cully · BOSTON, MA

Registration

CRD #1423747 · WINSLOW, EVANS & CROCKER, INC. · 20 years registered

Brand Profile

Not yet started

Career History

B. RILEY WEALTH MANAGEMENT

Jul 2022 – present

B. RILEY WEALTH ADVISORS, INC.

Mar 2021 – present

WINSLOW, EVANS & CROCKER, INC.

Jan 2011 – Apr 2021

BOSTON, MA

LEERINK SWANN LLC

May 2009 – Jan 2011

BOSTON, MA

LEERINK SWANN LLC

Mar 2009 – Apr 2009

BOSTON, MA

RBC CAPITAL MARKETS CORPORATION

Apr 2006 – Mar 2009

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 66

Series 99TO

Registration record

First registered · April 19, 2006

Years registered · 20

Disclosure History

2008Customer Dispute·Denied

2006Customer Dispute·Settled

2001Customer Dispute·Denied

1999Customer Dispute·Settled

7 disclosure events 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 Malachy Cully offer?

Robert Malachy Cully specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Robert Malachy Cully's credentials?

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

Where is Robert Malachy Cully located?

Robert Malachy Cully 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 Robert Malachy Cully charge for services?

Robert Malachy Cully'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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