Alina Monisov, financial advisor Lincoln MA
90 score

Alina Monisov

CRD Number: 6235159
Current Firm: Pear Tree Advisors, Inc.

Alina Monisov (CRD# 6235159) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 3 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Lincoln MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Peter Canniff, financial advisor Lincoln MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Patrick Cote, financial advisor Lincoln MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Company Name Location Dates Years
U.s. Boston Capital Corporation Lincoln, MA Jan 2017 - Current 1
Pear Tree Advisors Lincoln, MA Jan 2017 - Current 1
Winslow Wealth Management, LLC Boston, MA Feb 2015 - Dec 2016 1
Winslow, Evans & Crocker, Inc. Boston, MA Jul 2013 - Dec 2016 3
Winslow Wealth Management LLC Boston, MA Aug 2014 - Jan 2015 < 1
Jp Morgan Boston, MA Apr 2011 - Jul 2013 2
Jp Morgan Boston, MA Jul 2008 - Apr 2011 2
K2advisors; Fund Of Funds Stamford, CT Oct 2007 - May 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Alina Monisov
Phone Number: 781-259-1144
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 investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Alina Monisov and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.