Winslow, Evans & Crocker, Inc.

Winslow, Evans & Crocker, Inc. (CRD# 29686) is a financial advisory firm headquartered in Boston, MA. They manage $596,630,441 in 1,998 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Winslow, Evans & Crocker, Inc.
Showing 1 - 10 of 35 top financial advisors.
1
Francis R. Bowen
CRD#: 872513
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Francis Bowen (CRD# 872513) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 20 years of experience in the finance industry.

2
John F. Coyne
CRD#: 1054427
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

John Coyne (CRD# 1054427) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 19 years of experience in the finance industry. John Coyne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kimberly A. Figenbaum
CRD#: 2395621
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Kimberly Figenbaum (CRD# 2395621) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 23 years of experience in the finance industry. Kimberly Figenbaum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joan C. Gonzalez
CRD#: 2005640
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Joan Gonzalez (CRD# 2005640) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 8 years of experience in the finance industry. Joan Gonzalez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Raymond C. Julian
CRD#: 1155224
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Raymond Julian (CRD# 1155224) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 33 years of experience in the finance industry. Raymond Julian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Dolores Kong
CRD#: 4470059
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Dolores Kong (CRD# 4470059) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 14 years of experience in the finance industry. Dolores Kong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lisa K. Matthews
CRD#: 1928059
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Lisa Matthews (CRD# 1928059) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 27 years of experience in the finance industry. Lisa Matthews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sean M. McDonough
CRD#: 2737081
175 Federal Street, 6th Floor, Boston, MA 02110
96
Wealthminder
score

Sean McDonough (CRD# 2737081) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 20 years of experience in the finance industry. Sean McDonough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Douglas E. White
CRD#: 1060807
175 Federal Street, Boston, MA 02110
96
Wealthminder
score

Douglas White (CRD# 1060807) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Boston, MA and has over 34 years of experience in the finance industry.

10
Leonid Berline
CRD#: 3027633
175 Federal Street, Boston, MA 02110
93
Wealthminder
score

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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