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.

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:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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