Dolores
Kong

Winslow, Evans & Crocker, Inc

CRD#4470059
Investment Advisor
in Boston, MA
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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

Disclosures

Yes

Office Location

175 Federal Street
Boston, MA 02110

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Winslow, Evans & Crocker, Inc Brokerage Details

Total Assets Under Management

$658,673,873

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

56

MA Average: 118
Total Number of Accounts

1,835

MA Average: 4,567
Average Account Size

$358,950

MA Average: $3,506,186

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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

Disclosures

Dolores Kong has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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