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Advisors / Massachusetts / Boston
10yrs

Michael Collins

Financial advisor at Wincap Financial

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.

Boston, MA 02108CFAFiduciary advisor
Call the officeDirections

At a glance

Experience10 years (since 2016)
How that compares ?More experience than 57% of advisors at Wincap Financial
Office55 Union Street, Boston, MA 02108
How the firm is paid ?Percent of assets
Typical client at the firm ?$823,962
Advisors at the firm7
States licensed ?2 states

Services through Wincap Financial

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
  2. Nov 2019 – Sep 2021
    CaptrustPreviously
  3. 2016 – 2019
    Boston Advisors, LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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