Alina Monisov

U. S. BOSTON CAPITAL

LINCOLN, MA 01773

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CRD#: 6235159

Professional summary

Alina Monisov, who also goes by Alina Gershman, is a registered financial advisor currently at U. S. BOSTON CAPITAL CORPORATION located in Lincoln, Massachusetts.

Alina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Alina has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Aliases

Alina Gershman

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alina Monisov's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Alina Monisov's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 28, 2026 - Present

U. S. BOSTON CAPITAL CORPORATION

Office #1: 55 Old Bedford Rd, Lincoln, MA 01773Office #2: 55 Old Bedford Road Suite 202, Lincoln, MA 01773

RIA

CRD#: 5251

LINCOLN, MA

Current

March 30, 2021 - Present

U. S. BOSTON CAPITAL CORPORATION

Office #1: 55 Old Bedford Rd, Lincoln, MA 01773Office #2: Lincoln North, Lincoln, MA 01773

RIA

CRD#: 5251

LINCOLN, MA

Past

May 25, 2021 - September 18, 2025

PEAR TREE PARTNERS, LP

RIA

CRD#: 152581

LINCOLN, MA

Past

June 28, 2018 - March 22, 2021

WINSLOW, EVANS & CROCKER, INC.

RIA

CRD#: 29686

BOSTON, MA

Past

June 28, 2018 - March 24, 2021

WINSLOW WEALTH MANAGEMENT LLC

RIA

CRD#: 166196

BOSTON, MA

Past

June 14, 2018 - March 22, 2021

WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

BOSTON, MA

Past

January 30, 2017 - June 11, 2018

PEAR TREE ADVISORS, INC.

RIA

CRD#: 104576

LINCOLN, MA

Past

January 18, 2017 - June 11, 2018

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251

LINCOLN, MA

Past

July 12, 2016 - January 4, 2017

WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

BOSTON, MA

Past

November 12, 2014 - January 4, 2017

WINSLOW WEALTH MANAGEMENT LLC

RIA

CRD#: 166196

BOSTON, MA

Past

June 3, 2014 - January 4, 2017

WINSLOW, EVANS & CROCKER, INC.

RIA

CRD#: 29686

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251 / SEC#: 801-130044, 8-15885

RIA

Registered Investment Advisory firm - SEC (4/26/2024 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(3/30/2021)

IAR

Massachusetts
(5/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/30/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/28/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251 / SEC#: 801-130044, 8-15885

RIA

Registered Investment Advisory firm - SEC (4/26/2024 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

Lincoln North Suite 202, Lincoln, MA 01773

Mailing Address

55 Old Bedford Road Suite 202, Lincoln, MA 01773

Phone number

(781) 259-1144

Established

Massachusetts since 04/23/1970

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

SEC notice filing (4 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

U.S. BOSTON CAPITAL CORPORATION ADV BROCHURE FEBRUARY 2026 (2/3/2026)

Direct owners and executive officers

Name	Position	CRD#
U.S. BOSTON CORPORATION	SHAREHOLDER
HUNT, DIANE	TREASURER	1314708
HUNT, DIANE	PRINCIPAL OPERATIONS OFFICER	1314708
KESSINGER, DEBORAH ANNE	PRESIDENT, CHIEF COMPLIANCE OFFICER, BROKER DEALER	1801530
MONISOV, ALINA	CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY	6235159
OKUROWSKI, LEON	VICE PRESIDENT, DIRECTOR AND CLERK	351799
UMPHREY, WILLARD LEE	DIRECTOR	451556

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 359,787,261

Disclosures

Regulatory Event	2
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/06/2026	Cover Page	Report
11/17/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alina Monisov

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alina Monisov's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Alina Monisov's CRS (Customer Relationship Summary).

Certified licenses

Experience

U. S. BOSTON CAPITAL CORPORATION

PEAR TREE PARTNERS, LP

WINSLOW, EVANS & CROCKER, INC.

WINSLOW WEALTH MANAGEMENT LLC

WINSLOW, EVANS & CROCKER, INC.

PEAR TREE ADVISORS, INC.

U. S. BOSTON CAPITAL CORPORATION

WINSLOW, EVANS & CROCKER, INC.

WINSLOW WEALTH MANAGEMENT LLC

WINSLOW, EVANS & CROCKER, INC.

Primary Firm SEC Registration

U. S. BOSTON CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2016

Series 65

Date: 5/28/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/12/2016

Series 24

Date: 5/10/2017

FINRA

Current Firm

U. S. BOSTON CAPITAL CORPORATION

Contact information

SEC notice filing (4 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

U. S. BOSTON CAPITAL CORPORATION

TRUST BUT VERIFY

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