Winthrop Wealth Management
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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
Years of Experience
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Winthrop Wealth Management 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
- Selection of other advisers
Gregory Costantino Work History
Gregory has 19 years of experience.
Winthrop Advisory Group LLC
Financial Planning Strategies LLC
Lpl Financial LLC
Mcgladrey Wealth Management LLC
Caturano And Company
Caturano Wealth Management LLC
Gregory Costantino has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Winthrop Wealth Management