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 financial industry for 17 years. Costantino is currently employed by Winthrop Wealth Management. The advisor has gained experience at Caturano And Company, Caturano Wealth Management LLC, Mcgladrey Wealth Management LLC, Rsm Mcgladrey, Winthrop Advisory Group LLC, Lpl Financial LLC and Financial Planning Strategies LLC. Costantino holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Winthrop Wealth Management is a company operating in Boston, Massachusetts. The company has offices in four locations and a total of 10 people on staff. It oversees $1 billion in total assets among its 1,336 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 1,336 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which service is offered. Fees billed by Winthrop Wealth Management likely consist 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 17 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.