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WINSLOW, EVANS & CROCKER, INC.
WINSLOW, EVANS & CROCKER, INC.
BOSTON, Massachusetts
·
8 registered advisors
·
CRD# 29686
SEC# 801-63905
4
617-896-3500
01
Firm Overview
AUM
$889M
Regulatory assets under management
Employees
49
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WINSLOW, EVANS & CROCKER, INC.
8 registered advisors
Alfred Cutler Barnes Iii Mcnevin
BOSTON, Massachusetts
CRD# 859485
David Scott Strimaitis
BOSTON, Massachusetts
CRD# 2640459
Raymond Charles Julian
BOSTON, Massachusetts
CFP
CRD# 1155224
Renate Von-Krause-Westmacott
BOSTON, Massachusetts
CRD# 4677080
Robert Bernard Maloney
BOSTON, Massachusetts
CRD# 822550
Robert Malachy Cully
BOSTON, Massachusetts
CRD# 1423747
Tina Blakeley Maloney
BOSTON, Massachusetts
CRD# 712205
Vincent Joseph Sbano
BOSTON, Massachusetts
CRD# 2616637
05
Office Locations
BOSTON, Massachusetts
8 advisors
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Data sourced from SEC Form ADV filings. WINSLOW, EVANS & CROCKER, INC. (CRD# 29686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.