Michael Dorsey (CRD# 5179095) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 12 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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston Family Office | Boston, MA | Aug 2020 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- MA
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Total Assets Under Management1,737MILLIONS
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Total Number of Accounts789ACCOUNTS
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Average Account Value$2,201,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA, WA
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