Michael Dorsey, financial advisor Boston MA

Michael Dorsey

CRD Number: 5179095
Current Firm: Boston Family Office LLC

Michael Dorsey (CRD# 5179095) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 8 years of experience in the finance industry. Michael Dorsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Boston Family Office Boston, MA Aug 2020 - Current < 1
Solano Wealth Management Group Boston, MA Aug 2018 - Aug 2020 2
Raymond James Financial Services, Inc. Boston, MA Nov 2017 - Aug 2020 2
Steward Partners Global Advisory, LLC Boston, MA Sep 2017 - Aug 2020 2
Steward Partners Investment Advisory, LLC New York, NY Sep 2017 - Aug 2020 2
Raymond James Financial Services, Inc. Boston, MA Sep 2017 - Nov 2017 < 1
Boston Advisors, LLC Boston, MA Sep 2011 - Jul 2017 5
Brown Brothers Harriman Boston, MA Oct 2008 - Sep 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
S63 Uniform Securities State Law Examination Nov 2017
Contact Info for Michael J. Dorsey
Phone Number: 617-624-0800
Firm Website: http://www.bosfam.com
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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