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.

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
  • Total Number of Accounts
  • Average Account Value
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


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

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