Winslow, Evans & Crocker, Inc
Answer a few questions and
get matched with an advisor.
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
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Burns & Levinson Asset Management
Winslow, Evans & Crocker, Inc
Douglas White has no disclosures.
Please visit their SEC profile for more details.