AM
Alina Monisov
U. S. BOSTON CAPITAL
Lincoln, MA 01773
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CRD#: 6235159
AM
Professional summary
Alina Monisov, who also goes by Alina Gershman, is a registered financial professional currently at U. S. BOSTON CAPITAL CORPORATION located in Lincoln, Massachusetts.
Alina is registered as a 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.
Question & Answer
Are you a "fiduciary"?
No
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.
As of March 2021 Ms. Monisov was Director of Compliance and as of June 2021, Chief Compliance Officer of Pear Tree Partners LP. Pear Tree Partners LP is located at 55 Old Bedford Road, Lincoln MA 01733. Pear Tree Partners LP is an SEC registered Investment Advisor that acts as the managing member of limited liability companies formed to hold investments in small private companies. Ms. Monisov is compensated, the hours spent on this other business may vary approximately 20 hrs per week. As of January 2025 Ms. Monisov is a member of FINRA'S regional committee the hours spent on this may vary approximately two, two day committee meetings per year. This is voluntary and non compensated.
CRS (Client Relationship Summary) - BD
Click below to view Alina Monisov'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
March 30, 2021 - Present
U. S. BOSTON CAPITAL CORPORATION
Office #1: 55 Old Bedford Rd, Lincoln, MA 01773Office #2: Lincoln North, Lincoln, MA 01773RIA
BD
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.
BD
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
BD
CRD#: 5251
LINCOLN, MA
Past
July 12, 2016 - January 4, 2017
WINSLOW, EVANS & CROCKER, INC.
BD
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".
US
U. S. BOSTON CAPITAL CORPORATION
U. S. BOSTON CAPITAL CORPORATION
CRD#: 5251 / SEC#: 801-130044, 8-15885
RIA
Registered Investment Advisory firm - SEC (4/26/2024 Approved)BD
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.
RR
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
RR
Massachusetts(3/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
US
U. S. BOSTON CAPITAL CORPORATION
U. S. BOSTON CAPITAL CORPORATION
CRD#: 5251 / SEC#: 801-130044, 8-15885
RIA
Registered Investment Advisory firm - SEC (4/26/2024 Approved)BD
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
5
SEC notice filing (4 States and Territories)
FINRA licenses (51 States and Territories)
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 |
|---|---|---|
| 11/17/2025 |
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.
Company Information
U. S. BOSTON CAPITAL CORPORATION
CRD#: 5251Lincoln, MA 01773TRUST BUT VERIFY
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