Ethan Somers, financial advisor Boston MA
89 score

Ethan Somers

CRD Number: 6062409
Current Firm: Msi Financial Services, Inc.

Ethan Somers (CRD# 6062409) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Boston, MA Jan 2015 - Current 1
New England Securities Boston, MA Dec 2012 - Current 4
Baystate Financial Services Boston, MA Mar 2012 - Current 4
Oakmont Partners Boston, MA Jun 2010 - Feb 2012 1
Denver University Denver, CO Sep 2007 - Jun 2011 3
Manchester Public Schools Manchester, MA Sep 1994 - Aug 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Ethan M. Somers
Phone Number: 800-638-8378
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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