Gregory
Costantino

Winthrop Wealth Management

CRD#4354102
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 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

Disclosures

No

Office Location

321 Columbus Avenue 4Th Floor
Boston, MA 02116

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Winthrop Wealth Management Brokerage Details

Total Assets Under Management

$1,133,847,930

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

10

MA Average: 118
Total Number of Accounts

1,336

MA Average: 4,567
Average Account Size

$848,689

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 17 years of experience.

2018 - Present (1 years)

Winthrop Advisory Group LLC

2015 - Present (4 years)

Financial Planning Strategies LLC

2014 - Present (5 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

Disclosures

Gregory Costantino has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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