Alina Monisov
Investment adviser representative at U. S. Boston Capital Corporation
13 yearsExperience
1 stateRegistered in
$359.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- U. S. Boston Capital CorporationMay 2026 to now
- Pear Tree Partners LPMar 2021 to now
- U.S. Boston Capital CorporationMar 2021 to now
- Winslow Wealth Management, LLCJun 2018 to Mar 2021
- Winslow, Evans & Crocker, inc.Jun 2018 to Mar 2021
- Pear Tree AdvisorsJan 2017 to Jun 2018
- U.S. Boston Capital CorporationJan 2017 to Jun 2018
- Winslow Wealth Management, LLCFeb 2015 to Dec 2016
- Winslow, Evans & Crocker, Inc.Jul 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
U. S. Boston Capital Corporation
$359.8MAssets managed
97Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6235159
- Firm CRD
- 5251