Winston & Company, Inc.
Winston & Company, Inc. (CRD# 141514) is a financial advisory firm headquartered in , . They manage $33,244,909 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$415,561
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OK, TX
Harry Winston (CRD# 1236374) is an Investment Advisor Representative working at Winston & Company, Inc. in Lauderdale-by-the-sea, FL and has over 26 years of experience in the finance industry. Harry Winston 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.
Robert Mazuelos (CRD# 5818400) is an Investment Advisor Representative working at Winston & Company, Inc. in Fort Lauderdale, FL and has 1 year of experience in the finance industry.