Douglas
White

Winslow, Evans & Crocker, Inc

CRD#1060807
Investment Advisor
in Boston, MA
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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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 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, Subscription Fees, Fixed Fees, Commissions

Disclosures

No

Office Location

175 Federal Street 6Th Floor
Boston, MA 02110

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Winslow, Evans & Crocker, Inc Brokerage Details

Total Assets Under Management

$647,730,582

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

50

MA Average: 118
Total Number of Accounts

1,629

MA Average: 4,567
Average Account Size

$397,625

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

Douglas White Work History

Douglas has 10 years of experience.

2013 - Present (6 years)

Winslow Wealth Management, LLC

2012 - Present (7 years)

Burns & Levinson Asset Management, LLC

2011 - 2011 (0 years)

Burns & Levinson Asset Management

2008 - Present (11 years)

Winslow, Evans & Crocker, Inc

Disclosures

Douglas White has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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