Ethan SalesCRD 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 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Boston Financial Management LLC||Boston, MA||May 2016 - Current||1|
|Emerson Investment Management Inc.||Boston, MA||Jun 2013 - Current||4|
|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|
Total Assets Under Management1,900MILLIONS
Total Number of Accounts1,998ACCOUNTS
Average Account Value$950,945
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, GA, LA, MA, MD, ME, NC, NH, NY, PA, RI, TX, VA, VT, WA
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