Christopher Winn, Founder / CEO / Lead Consultant at AdvisorAssist, LLC

Christopher Winn

Founder / CEO / Lead Consultant at AdvisorAssist, LLC | Boston, Massachusetts, United States

Profile last verified July 2026
Financial Services Verified Profile Boston, Massachusetts, United States
Verified

Work Email

***@advisorassist.com

Last verified August 2026

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

+16*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Christopher Winn Socials
Christopher Winn Work Experience

Founder / CEO / Lead Consultant at AdvisorAssist, LLC in April 2006 - Present

Co-Founder at Work Local LLC in September 2017 - Present

Managing Principal and Co-Founder at MainStay Consulting Group LLC in May 2006 - September 2010

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Chief Operating Officer/Chief Compliance Officer at Open Investing, Inc. in July 2006 - June 2007

Chief Compliance Officer at AdvisorNow, Inc. in July 2006 - June 2007

Associate Director at Navigant Consulting, Inc. in June 2005 - July 2006

Vice President at Deutsche Asset Management in January 2004 - January 2005

Vice President at Deutsche Asset Management/DWS Investments in January 2004 - January 2005

Vice President at Evergreen Investments, Inc. in January 1997 - January 2004

Senior Fund Administrator at Investors Bank & Trust in January 1993 - January 1997

Christopher Winn Skills
Investment Advisory Separately Managed Accounts Mutual Funds Investment Management Financial Services Asset Management Project Management Investments Financial Advisory RIA Consulting Legal Compliance Alternative Investments Asset Allocation Compliance Hedge Funds Wealth Management Portfolio Management Fixed Income Retirement Planning Retirement Equities Due Diligence Technology Advisory High Net Worth Individuals Financial Planners Investment Strategies 401k Cloud Security Wealth Management Services Estate Planning Strategic Financial Planning Private Equity RIA Compliance RIA Operations Management Consulting ETFs FINRA Funding RIA Transitions Financial Planning
Christopher Winn’s Colleagues
Raphael Dinh

Raphael Dinh

Boston, Massachusetts, United States

Wealth Associate at Washington Trust Wealth Management

Wealth Associate at Washington Trust Wealth Management
(Mar 2026 – Present)

Gabrielle Magdziarz

Gabrielle Magdziarz

United States

Director, Compliance Services | Outsourced Chief Compliance Officer

Director - Compliance Services at AdvisorAssist
(Jul 2022 – Present)

Elise Keane

Elise Keane

Greater Boston

Compliance Associate at Loring, Wolcott & Coolidge

Compliance Associate at Loring, Wolcott & Coolidge Trust, LLC
(Jun 2026 – Present)

William Anastos

William Anastos

United States

Compliance Consultant

Compliance Consultant at AdvisorAssist
(Apr 2024 – Present)

Beth Winn

Beth Winn

Pembroke, Massachusetts, United States

Development Director

The James P Harrington Organization is a nurturing and inclusive community of wellness, healing, and transformation. Find out more about what we are doing in our community: www.jphcommunity.org.

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Frequently asked questions about Christopher Winn

What is Christopher Winn email address?

Email Christopher Winn at [email protected]. This email is the most updated Christopher Winn email found in 2026.

What is Christopher Winn phone number?

Christopher Winn phone number is +17816530973.

How to contact Christopher Winn?

To contact Christopher Winn send an email to [email protected]. If you want to call Christopher Winn try calling on +17816530973. (updated on July 2026)

What industry does Christopher Winn work in?

Christopher Winn works in the Financial Services industry.

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