Winthrop Wealth

Winthrop Wealth (CRD# 288178) is a financial advisory firm headquartered in Boston, MA. They manage $2,208,782,902 in 3,298 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
109 State Street, 2nd Floor, Boston, MA 02109
https://www.linkedin.com/company/unified-wealth-management
By the Numbers
  • Total Assets Under Management
    2,209
    MILLION
  • Total Number of Accounts
    3,298
    ACCOUNTS
  • Average Account Value
    $669,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA

Financial Advisors at Winthrop Wealth
Showing 1 - 10 of 14 top financial advisors.
1
Richard Boehm, financial advisor Scottsdale AZ
Richard A. Boehm
CRD#: 2365186
6720 N Scottsdale Road, Suite 378, Scottsdale, AZ 85253

Richard Boehm (CRD# 2365186) is an Investment Advisor Representative working at Winthrop Wealth in Scottsdale, AZ and has over 30 years of experience in the finance industry.

2
Gregory Costantino, financial advisor Boston MA
Gregory P. Costantino
CRD#: 4354102
109 State Street, 2nd Floor, Boston, MA 02109

Gregory Costantino (CRD# 4354102) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 20 years of experience in the finance industry.

3
Kenneth Dean, financial advisor Boston MA
Kenneth J. Dean
CRD#: 4567381
109 State Street, 2nd Floor, Boston, MA 02109

Kenneth Dean (CRD# 4567381) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 21 years of experience in the finance industry.

4
Aimee Lloyd, financial advisor Bellevue WA
Aimee M. Lloyd
CRD#: 4520285
10900 Ne 4th St, Ste 2340, Bellevue, WA 98004

Aimee Lloyd (CRD# 4520285) is an Investment Advisor Representative working at Winthrop Wealth in Bellevue, WA and has over 18 years of experience in the finance industry.

5
David Moretsky, financial advisor Bellevue WA
David M. Moretsky
CRD#: 4267143
10900 Ne 4th St, Ste 2340, Bellevue, WA 98004

David Moretsky (CRD# 4267143) is an Investment Advisor Representative working at Winthrop Wealth in Bellevue, WA and has over 23 years of experience in the finance industry.

6
Amber Moser, financial advisor Bellevue WA
Amber M. Moser
CRD#: 6382815
10900 Ne 4th St, Ste 2340, Bellevue, WA 98004

Amber Moser (CRD# 6382815) is an Investment Advisor Representative working at Winthrop Wealth in Bellevue, WA and has over 8 years of experience in the finance industry.

7
Andrew Murphy, financial advisor Boston MA
Andrew J. Murphy
CRD#: 5523054
109 State Street, 2nd Floor, Boston, MA 02109

Andrew Murphy (CRD# 5523054) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 6 years of experience in the finance industry.

8
Robert Reamer, financial advisor Bellingham WA
Robert J. Reamer
CRD#: 5200308
2219 Rimland Dr., Suite 301 (office #357), Bellingham, WA 98226

Robert Reamer (CRD# 5200308) is an Investment Advisor Representative working at Winthrop Wealth in Bellingham, WA and has over 15 years of experience in the finance industry.

9
Lucas Winthrop, financial advisor Boston MA
Lucas A. Winthrop
CRD#: 6173661
109 State Street, 2nd Floor, Boston, MA 02109

Lucas Winthrop (CRD# 6173661) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 8 years of experience in the finance industry.

10
Max Winthrop, financial advisor Boston MA
Max G. Winthrop
CRD#: 5972623
109 State Street, 2nd Floor, Boston, MA 02109

Max Winthrop (CRD# 5972623) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 6 years of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals