Kimberly
Figenbaum

Winslow, Evans & Crocker, Inc

CRD#2395621
Investment Advisor
in Boston, MA
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About this Advisor

Kimberly Figenbaum is a certified financial planner in Boston, Massachusetts. Currently a registered advisor with Winslow, Evans & Crocker, Inc, they have accrued 16 years of experience as a financial advisor. Figenbaum has Series 63 and Series 66 licenses, certifying them as a securities broker. Figenbaum is able to operate based out of Massachusetts. Over the course of their career, Figenbaum has held roles at Merrill Lynch Pierce Fenner & Smith, Inc, Winslow, Evans & Crocker, Inc and Burns & Levinson Asset Management, LLC. Winslow, Evans & Crocker, Inc is based out of Boston, Massachusetts. In aggregate, Winslow, Evans & Crocker, Inc manages $648 million in assets across 1,629 client accounts and retains more than 50 people. The firm's total assets under management places it among the bigger firms in the nation. The firm manages 1,367 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have over $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 66, Certified Financial Planner

Years of Experience

16 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

Kimberly Figenbaum Work History

Kimberly has 16 years of experience.

2014 - Present (5 years)

Winslow, Evans & Crocker, Inc

2012 - 2014 (2 years)

Burns & Levinson Asset Management, LLC

2009 - 2014 (5 years)

Winslow, Evans & Crocker, Inc

2002 - 2009 (7 years)

Merrill Lynch Pierce Fenner & Smith, Inc

Disclosures

Kimberly Figenbaum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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