Unclaimed Profile

Brenda Lee Winslow

AURELIUS FAMILY OFFICE, LLC·BEDFORD, New Hampshire

Series 7, Series 11Clean record11 years registeredAURELIUS FAMILY OFFICE, LLC

264 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 2842055Firm CRD# 323016

Profile Verification

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

Identity

Brenda Lee Winslow · BEDFORD, NH

Registration

CRD #2842055 · AURELIUS FAMILY OFFICE, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AURELIUS FAMILY OFFICE, LLC

CAPTRUST

May 2019 – Jul 2019

UNIONTOWN, OH

CORNERSTONE CAPITAL ADVISORS

Aug 2014 – Jul 2019

UNIONTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 11

Registration record

First registered · August 29, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AURELIUS FAMILY OFFICE, LLC

CRD 323016 · SEC 801-126682

AUM

$237M

Regulatory assets under management

Employees

601 client accounts

Services offered by AURELIUS FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AURELIUS FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Brenda Lee Winslow offer?

Brenda Lee Winslow specializes in Financial Planning, Investment Management, Wealth Management.

What are Brenda Lee Winslow's credentials?

Brenda Lee Winslow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Lee Winslow located?

Brenda Lee Winslow is based in BEDFORD, New Hampshire, last registered with AURELIUS FAMILY OFFICE, LLC.

How does Brenda Lee Winslow charge for services?

Brenda Lee Winslow'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 AURELIUS FAMILY OFFICE, LLC?

AURELIUS FAMILY OFFICE, LLC has approximately 9 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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