Unclaimed Profile

Christopher Edward Winn

DSG ADVISORS·MARSHFIELD, Massachusetts

Series 7, Series 63, Series 65Clean record19 years registeredDSG 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 · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DSG ADVISORS

AARP FINANCIAL, INC.

Feb 2023 – Oct 2025

Marshfield, MA

APEX FINANCIAL PARTNERS, LLC

Feb 2021 – Feb 2022

MARSHFIELD, MA

TRIDENT OS, LLC

Aug 2019 – Sep 2019

MARSHFIELD, MA

PROCYON INSTITUTIONAL PARTNERS, LLC

May 2017 – Nov 2017

SHELTON, CT

THE ELEMENTS FINANCIAL GROUP, LLC

Apr 2015 – Jun 2015

IRVINE, CA

AVATAR INVESTMENT MANAGEMENT

Feb 2013 – May 2013

ORLEANS, MA

B.E.S.T. WEALTH MANAGEMENT LLC

Feb 2012 – Sep 2012

ST. LOUIS, MO

MAINSTAY INVESTMENT COUNSEL

May 2009 – Aug 2010

PORTSMOUTH, NH

OPEN INVESTING, INC.

Oct 2006 – Jul 2007

WAKEFIELD, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 18, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DSG CAPITAL ADVISORS, LLC

CRD 332056 · SEC 801-130879

AUM

$655M

Regulatory assets under management

Employees

476 client accounts

Services offered by DSG CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DSG CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Edward Winn offer?

Christopher Edward Winn specializes in Financial Planning, Investment Management.

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, last registered with DSG ADVISORS.

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.

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