Winslow, Evans & Crocker, Inc

Investment Advisor
in Boston, MA
Are you Dolores Kong? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dolores Kong is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor at Winslow, Evans & Crocker, Inc, Kong has 14 years of work experience. Kong maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kong can work with customers based out of Massachusetts and Texas. Kong has spent their entire career at Winslow, Evans & Crocker, Inc. Winslow, Evans & Crocker, Inc is headquartered in Boston, Massachusetts. In aggregate, Winslow, Evans & Crocker, Inc oversees $648 million in assets throughout 1,629 accounts and employs more than 50 people. The firm's total assets under management places it among the bigger financial advisory firms in the nation. The firm manages 1,367 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Winslow, Evans & Crocker, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

175 Federal Street
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Winslow, Evans & Crocker, Inc Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dolores Kong Work History

Dolores has 14 years of experience.

2004 - Present (15 years)

Winslow, Evans & Crocker, Inc


Dolores Kong has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started