Winslow, Evans & Crocker, Inc
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About this Advisor
Douglas White is an investment advisor whose office is in Boston, Massachusetts. Currently an advisor at Winslow, Evans & Crocker, Inc, they have accrued 10 years of professional experience. White has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. White is able to work with investors based out of Massachusetts. Their career trajectory has included roles at Winslow, Evans & Crocker, Inc, Burns & Levinson Asset Management, Burns & Levinson Asset Management, LLC and Winslow Wealth Management, LLC. Winslow, Evans & Crocker, Inc is headquartered in Boston, Massachusetts. In total, Winslow, Evans & Crocker, Inc oversees $648 million in assets across 1,629 client accounts and employs more than 50 people. The level of assets currently under the firm's management places it among the larger investment advisory firms in the country. The firm manages 1,367 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Winslow, Evans & Crocker, Inc offers 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Winslow, Evans & Crocker, Inc Brokerage Details
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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
Douglas White Work History
Douglas has 10 years of experience.
Winslow Wealth Management, LLC
Burns & Levinson Asset Management, LLC
Winslow, Evans & Crocker, Inc
Burns & Levinson Asset Management
Douglas White has no disclosures.
Please visit their SEC profile for more details.