Alina
Monisov

Pear Tree Partners, Lp

CRD#6235159
Investment Advisor
in Lincoln, MA

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About this Advisor

Alina Monisov is a financial advisor working out of Lincoln, Massachusetts, with 2 years of industry experience. Monisov is currently employed by Pear Tree Partners, Lp. Their career trajectory has included roles at Jp Morgan, Winslow, Evans & Crocker, Inc, Winslow Wealth Management LLC, Winslow Wealth Management, LLC, Pear Tree Advisors, U.S. Boston Capital Corporation and Pear Tree Partners Lp. Monisov maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Pear Tree Partners, Lp is an advisory business based out of Lincoln, MA. It has $140 million in total assets between its 21 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Pear Tree Partners, Lp provides portfolio management for pooled investment vehicles. Fees charged by financial advisors vary depending on which services are offered. Fees charged by Pear Tree Partners, Lp typically consist of other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Others

Office Location

55 Old Bedford Road Suite 202
Lincoln, MA 01773

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Pear Tree Partners, Lp Brokerage Details

Total Assets Under Management

$140,187,143

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

21

MA Average: 4,567
Average Account Size

$6,675,578

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Alina Monisov Work History

Alina has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

U.S. Boston Capital Corporation

2021 - Present (3 years)

Pear Tree Partners Lp

2021 - 2021 (< 1 year)

Pear Tree Partners Lp

2018 - 2021 (3 years)

Winslow, Evans & Crocker, Inc

2018 - 2021 (3 years)

Winslow Wealth Management, LLC

2017 - 2018 (1 year)

Pear Tree Advisors

2017 - 2018 (1 year)

U.S. Boston Capital Corporation

2015 - 2016 (1 year)

Winslow Wealth Management, LLC

2014 - 2015 (1 year)

Winslow Wealth Management LLC

2013 - 2016 (3 years)

Winslow, Evans & Crocker, Inc

2011 - 2013 (2 years)

Jp Morgan

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alina Monisov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pear Tree Partners, Lp

Caleb Powers
Lincoln, MA
Alina Monisov
Lincoln, MA
John Mcclellan
Lincoln, MA
William Beckett
Lincoln, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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