Ethan Sales, financial advisor Boston MA
89 score

Ethan Sales

CRD Number: 6260658
Current Firm: Boston Financial Management LLC

Ethan Sales (CRD# 6260658) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Financial Management LLC Boston, MA May 2016 - Current < 1
Emerson Investment Management Inc. Boston, MA Jun 2013 - Current 3
Grantthornton Boston, MA Sep 2012 - Jun 2013 < 1
Boston University Boston, MA Aug 2008 - May 2013 4
Deloitte Boston, MA Jun 2011 - Sep 2011 < 1
Boston University Boston, MA Sep 2008 - May 2011 2
Framingham High School Framingham, MA Sep 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Ethan W. Sales
Phone Number: 617-338-8108
Firm Website: http://www.bfminvest.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,900
    MILLIONS
  • Total Number of Accounts
    1,998
    ACCOUNTS
  • Average Account Value
    $950,945
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, GA, LA, MA, MD, ME, NC, NH, NY, PA, RI, TX, VA, VT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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