FW
Frederick H. Winston
WINVEST INVESTMENTS L.P.
MONTROSE, CO 81403
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CRD#: 1278756
FW
Professional summary
Frederick Holland Winston is a registered financial advisor currently at WINVEST INVESTMENTS L.P. located in Montrose, Colorado.
Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Frederick has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Winvest Capital Management, Investment Related, President, 10-20 hours per week, Address: 20349 Pahgre Rd, Montrose, CO 81403, Start date: May 1, 1996, Duties include: management, bookkeeping, tax reporting, official filings 2) Leavell Family Partnership, Investment Related, Agent, 1-2 hours per month, Address: 3941 Grand Mesa Dr. Montrose, CO 81403, Start date: October 12, 2022, Duties include: official filings 3) Lost Lakes Partners LLC, Investment Related, Managing Partner, 1-2 hours per month, Address: 20349 Pahgre Rd Montrose, CO 81403, Start date: February 12, 2013, Duties include: management, bookkeeping, tax reporting, official filings 4) DRW Family LTD, Investment Related, Partner, 1-2 hours per month, Address: 20349 Pahgre Rd Montrose, CO 81403, Start date: July 14, 1999, Duties include: management, bookkeeping, tax reporting, official filings 5) Greer Winston, Investment Related, Partner, 1-2 hours per week, Address: PO Box 700 Mimbres, NM 88049, Start Date: July 14, 1999, Duties include: management, bookkeeping, tax reporting, official filings 6) Pinkerton Investments, Investment Related, Agent, 1-2 hours per month, Address: 3941 Grand Mesa Dr. Montrose, CO 81403, Start date: September 28, 2021, Duties include: filings 7) Pinkerton Properties, Investment Related, Agent, 1-2 hours per month, Address: 3941 Grand Mesa Dr. Montrose, CO 81403, Start date: September 28, 2021, Duties include: official filings 8) ML Pinkerton Management, Investment Related, Secretary & Treasurer, 1-2 hours per month, Address: 3941 Grand Mesa Dr. Montrose, CO 81403, Start date: November 11, 2021, Duties include: official filings 9) SK Mineral Properties, Investment Related, Manager, 1-2 hours per week, Address: 20349 Pahgre Rd Montrose, CO 81403, Start date: December 8, 2014, Duties include: management, bookkeeping, tax reporting, official filings 10) Flying W Inc, President, Non-Investment Related, 1-2 hours per month, Address: 20349 Pahgre Rd Montrose, CO 81403, Start date: December 1, 1981, Duties include: tax reporting, official filings 11) 4UR Inc., Non-Investment Related, Board Member & Treasurer, 1-2 hours per month, Address: One Goose Rd Creede, CO, Start date: March 29, 1995, Duties include: attending board meetings 12) Crank Key Corp, Non-Investment Related, President, 1-2 hours per month, Address: PO Box 700 Mimbres, NM 88049, Start date: July 14, 1999, Duties include: tax reporting, official filings 13) Ellora Farms, Non-Investment Related, Secretary & Treasurer, 1- 2 hours per month, Address: 3941 Grand Mesa Rd Montrose CO 81403, Start date: November 27, 2012, Duties include: bookkeeping
CRS (Client Relationship Summary) - RIA
Click below to view Frederick Holland Winston's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 27, 1996 - Present
WINVEST INVESTMENTS L.P.
Office #1: 20349 Pahgre Road, Montrose, CO 81403RIA
CRD#: 114358
MONTROSE, CO
Past
September 19, 1984 - June 10, 1996
FINANCIAL SQUARE PARTNERS
BD
CRD#: 1541
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(8/22/2006)
IAR
Texas(9/27/1996)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WI
WINVEST INVESTMENTS L.P.
WINVEST INVESTMENTS L.P.
CRD#: 114358 / SEC#: 801-67559
RIA
Registered Investment Advisory firm - (6/25/2012 Terminated)Colorado
Registered Investment Advisory firm - (6/14/2012 Approved)Texas
Registered Investment Advisory firm - (4/19/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20349 Pahgre Road, Montrose, CO 81403-8627
Mailing Address
Phone number
(970) 249-3602
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 51,372,296 |
Red Flags
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