Winslow, Evans & Crocker, Inc

Investment Advisor
in Boston, MA
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About this Advisor

Sean Mcdonough is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor with Winslow, Evans & Crocker, Inc, they have accumulated 11 years of professional experience. Mcdonough holds a Series 63 license, which certifies the advisor as a securities representative. Mcdonough is able to operate based out of Massachusetts. Mcdonough has spent their whole career at Winslow, Evans & Crocker, Inc. Winslow, Evans & Crocker, Inc is headquartered in Boston, Massachusetts. In total, Winslow, Evans & Crocker, Inc manages $648 million in assets throughout 1,629 accounts and retains more than 50 people. The firm's total assets under management makes it one of the larger firms in the United States. The firm manages 1,367 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Winslow, Evans & Crocker, Inc provides 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, Certified Financial Planner

Years of Experience

11 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, Fixed Fees, Commissions



Office Location

175 Federal Street 6Th Floor
Boston, MA 02110

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Winslow, Evans & Crocker, Inc 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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sean Mcdonough Work History

Sean has 11 years of experience.

2007 - Present (12 years)

Winslow, Evans & Crocker, Inc


Sean Mcdonough has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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