Based in Boston, Massachusetts, Michael Collins is a fiduciary financial advisor with 10 years of industry experience. Michael joined Wincap Financial in 2021, after two years at Captrust and three years at Boston Advisors. Michael holds the CFA designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through Wincap Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWincap Financial LLCCurrent firm
- Nov 2019 – Sep 2021CaptrustPreviously
- 2016 – 2019Boston Advisors, LLCPreviously
Contact Michael
(617) 590-3250Wincap Financial main office 55 Union StreetBoston, MA 02108Office · Get directions Firm websitewincapfinancial.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Michael
How do I contact Michael?
Call Wincap Financial at (617) 590-3250 and ask for Michael Collins. Michael works from the Boston, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 10 years. More experience than 57% of advisors at Wincap Financial.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wincap Financial reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.