Christopher Winn

Founder / CEO / Lead Consultant at AdvisorAssist - Marshfield, MA, US

Christopher Winn's Colleagues at AdvisorAssist

Jennifer Krakower

Senior Compliance Consultant

Contact Jennifer Krakower

Tom Connolly

Director Of Infrastructure

Contact Tom Connolly

Ann Keitner

Assistant Vice President, Senior Compliance Consultant

Contact Ann Keitner

Daniel Rome

Vice President Compliance Services & Counsel

Contact Daniel Rome

Danielle Sherbertes

Registration Manager

Contact Danielle Sherbertes

View All Christopher Winn's Colleagues

Christopher Winn's Contact Details

Email (Verified)
***@advisorassist.com

Get Christopher Winn's Email Address

Mobile Number
(XXX) XXX-XXXX

Get Christopher Winn's Mobile Number

HQ
617-800-0388

Location
Greater Boston Area

Company
AdvisorAssist

Christopher Winn's Company Details

AdvisorAssist

Marshfield, MA, US • 20 - 49 Employees
Financial Services

AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.Services include:- RIA Transition Strategy & Registration- RIA Registration and Compliance Design- Ongoing Compliance Support- Strategic, Operational & Marketing Planninghttp://AdvisorAssist.com

RIA Compliance RIA Registration Breakaway Advisors Fee-Based Advisor CCO Support RIA Transition Strategy Business Planning Financial Services Financial Advisory Services

Details about AdvisorAssist

Frequently Asked Questions about Christopher Winn

Christopher Winn currently works for AdvisorAssist.

Christopher Winn's role at AdvisorAssist is Founder / CEO / Lead Consultant.

Christopher Winn's email address is ***@advisorassist.com. To view Christopher Winn's full email address, please signup to ConnectPlex.

Christopher Winn works in the Financial Services industry.

Christopher Winn's colleagues at AdvisorAssist are Beth Winn, Thomas Yates, Jennifer Krakower, Tom Connolly, Ann Keitner, Daniel Rome, Danielle Sherbertes and others.

Christopher Winn's phone number is 617-800-0388