Claim Profile
Unclaimed Profile
CW

Christopher Edward Winn

DSG ADVISORS·MARSHFIELD, Massachusetts
Clean recordDSG ADVISORS
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4639347Firm CRD# 332056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Edward Winn · MARSHFIELD, MA
Registration
CRD #4639347 · DSG ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Edward Winn is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with DSG ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DSG CAPITAL ADVISORS, LLC
DSG CAPITAL ADVISORS, LLC
AUM
$655M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4639347
Firm CRD# 332056
View on FINRA BrokerCheck →

Looking for a financial advisor in MARSHFIELD?

Browse all registered financial advisors in MARSHFIELD, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Christopher Edward Winn offer?
Christopher Edward Winn specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Christopher Edward Winn's credentials?
Christopher Edward Winn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Edward Winn located?
Christopher Edward Winn is based in MARSHFIELD, Massachusetts, working with DSG ADVISORS. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Christopher Edward Winn charge for services?
Christopher Edward Winn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DSG ADVISORS?
DSG ADVISORS has approximately 11 employees and manages $655M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →