Winthrop Wealth Management

Investment Advisor
in Boston, MA

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About this Advisor

Gregory Costantino is a certified financial planner based out of Boston, Massachusetts, who has been in the advisory business for 18 years. Costantino works at Winthrop Wealth Management. Their career trajectory has included roles at Caturano And Company, Caturano Wealth Management LLC, Mcgladrey Wealth Management LLC, Rsm Mcgladrey, Winthrop Advisory Group LLC, Financial Planning Strategies LLC and Lpl Financial LLC. Costantino holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Winthrop Wealth Management is a registered investment business that has its headquarters in Boston, Massachusetts. The firm has offices in five locations and a total of 19 employees. It administers $1 billion in assets across its 1,422 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 1,422 customer accounts, 36% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on which services are offered. However, fees charged by Winthrop Wealth Management likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

109 State Street 2Nd Floor
Boston, MA 02109

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Winthrop Wealth Management 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

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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
  • Selection of other advisers

Gregory Costantino Work History

Gregory has 19 years of experience.

2018 - Present (2 years)

Winthrop Advisory Group LLC

2015 - Present (5 years)

Financial Planning Strategies LLC

2014 - Present (6 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Mcgladrey Wealth Management LLC

2010 - 2012 (2 years)

Rsm Mcgladrey

2001 - 2010 (9 years)

Caturano And Company

2001 - 2010 (9 years)

Caturano Wealth Management LLC


Gregory Costantino has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Winthrop Wealth Management

Andrew Murphy
Boston, MA
Gregory Costantino
Boston, MA
Max Winthrop
Boston, MA
Kenneth Dean
Boston, MA
Daniel Castle
Boston, MA

This content was compiled from the SEC and FINRA.

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