FIND A COLIN WINTHROP & CO., INC. FINANCIAL ADVISOR NEAR ME

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CRD#: 26012

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for COLIN WINTHROP & CO., INC. Comes From

Understanding the Statistics for COLIN WINTHROP & CO., INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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MISC
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Registered
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HNWI
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Firm Disclosures
Regulatory Event
5

FIRM INFORMATION

Established
New York since 08/23/1989
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SKIDELL, JACK DAVIDPRESIDENT425738

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Advisor's working at COLIN WINTHROP & CO., INC.

Michael Edward Chadwick
AdvisorCheck Check Mark

Michael Edward Chadwick

Mike Chadwick
IAR
RR
CRD#: 2538140
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Canton, CT 06019
Company:
FISCAL WISDOM WEALTH MANAGEMENT LLC
Disclosures:
Experience:
31 years
Hannah Marie Kaufman
AdvisorCheck Check Mark

Hannah Marie Kaufman

Hanna M Kaufman, Hannah Kaufman
IAR
CRD#: 7455219
Location:
New York, NY 10001
Company:
BETTERMENT
Disclosures:
Experience:
4 years
SM
AdvisorCheck Check Mark

Susan Lynn Miller

Susan L Miller, Susan Lynn Wattelet
IAR
CRD#: 5561602
Location:
Anaheim, CA 92801
Company:
SLATEN WEALTH MANAGEMENT
Disclosures:
Experience:
16 years
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