Unclaimed Profile

Vincent Joseph Sbano

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

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 79TOClean record23 years registeredWINSLOW, EVANS & CROCKER, INC.

175 FEDERAL STREET, BOSTON, MA 02110CRD# 2616637Firm CRD# 29686

Profile Verification

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

Identity

Vincent Joseph Sbano · BOSTON, MA

Registration

CRD #2616637 · WINSLOW, EVANS & CROCKER, INC. · 23 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2026 – present

B. RILEY WEALTH ADVISORS, INC.

Apr 2021 – Feb 2026

Middletown, RI

WINSLOW, EVANS & CROCKER, INC.

Dec 2005 – Apr 2021

BOSTON, MA

WACHOVIA SECURITIES, LLC

Jul 2003 – Nov 2003

PORTLAND, ME

PRUDENTIAL SECURITIES INCORPORATED

Sep 2002 – Jul 2003

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · September 25, 2002

Years registered · 23

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 Vincent Joseph Sbano offer?

Vincent Joseph Sbano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Vincent Joseph Sbano's credentials?

Vincent Joseph Sbano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vincent Joseph Sbano located?

Vincent Joseph Sbano 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 Vincent Joseph Sbano charge for services?

Vincent Joseph Sbano'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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