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Inactive

Charles Cortens Winston

Innovative Asset Advisors Group

Shelton, CT

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Current Employers
Innovative Asset Advisors Group

1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-20
CT RA APPROVED 2025-11-24
  • NY RA
    APPROVED
    Since 2026-03-20
  • CT RA
    APPROVED
    Since 2025-11-24

Branch Locations

1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Circle Advisers Inc. New York NY 03/2014 11/2025
Innovative Asset Advisors Group Shelton CT 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-07
  • S66 Uniform Combined State Law Examination
    2001-09-07
Other Names
  • Skip Winston

View on SEC IAPD

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RB CAPITAL MANAGEMENT, LLC
WRIGHT INVESTORS SERVICE INC
THE WINTHROP CORPORATION
WRIGHT PRIVATE ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROCYON

Other Investors

JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN
ANDREW DOMINICK ROSELLI
DANIELA GERHARD
JEREMY HUS
CHRISTOPHER HOLLEY
BRIAN MICHAEL WARD

Other Offices

MML INVESTORS SERVICES, LLC · SHELTON, CT
RB CAPITAL MANAGEMENT, LLC · Shelton, CT
WRIGHT INVESTORS SERVICE INC · SHELTON, CT
THE WINTHROP CORPORATION · SHELTON, CT
WRIGHT PRIVATE ASSET MANAGEMENT LLC · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · SHELTON, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Shelton, CT

More in Shelton, CT

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