Leonid Berline, financial advisor Boston MA
93 score

Leonid Berline

CRD Number: 3027633
Current Firm: Winslow, Evans & Crocker, Inc.

Leonid Berline (CRD# 3027633) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Winslow Wealth Management, LLC Boston, MA Feb 2015 - Current 1
Winslow, Evans & Crocker, Inc. Boston, MA Apr 2007 - Current 9
Winslow Wealth Management, LLC Boston, MA Dec 2012 - Jan 2015 2
Goldk Investment Services, Inc. Waltham, MA Dec 2004 - Dec 2014 10
Winslow, Evans & Crocker, Inc, Boston, MA Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Leonid Berline
Phone Number: 617-227-4300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    597
    MILLIONS
  • Total Number of Accounts
    1,998
    ACCOUNTS
  • Average Account Value
    $298,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SD, TN, TX, VA, VT, WA, WI

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

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