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 Management1,945MILLIONS
Total Number of Accounts2,016ACCOUNTS
Average Account Value$964,749
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, TX, UT, VA, VT, WA
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