Donna Scotti, financial advisor Boston MA
93 score

Donna Scotti

CRD Number: 2003205
Current Firm: Winslow Wealth Management LLC

Donna Scotti (CRD# 2003205) is an Investment Advisor Representative working at Winslow Wealth Management LLC in Boston, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Winslow Wealth Management, LLC Boston, MA Dec 2012 - Current 4
Boston Financial Management Boston, MA Apr 2010 - Dec 2012 2
Bank Of Ny Mellon Boston, MA Jun 2007 - Apr 2010 2
Bank Of Ny Trust Co Boston, MA Oct 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Jan 1992
Contact Info for Donna M. Scotti
Phone Number: 617-896-3554
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $922,957
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, DE, FL, IL, KY, MA, MD, MO, MS, NH, NJ, NY, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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