Bickling Financial Services, Inc.

Bickling Financial Services, Inc. (CRD# 128544) is a financial advisory firm headquartered in Lexington, MA. They manage $124,000,000 in 350 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $354,286
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, ME, NC, NH, NY, VA, VT

Financial Advisors at Bickling Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Dorothy I. Bickling
CRD#: 1300690
1666 Massachusetts Ave., Suite One, Lexington, MA 02420
96
Wealthminder
score

Dorothy Bickling (CRD# 1300690) is an Investment Advisor Representative working at Bickling Financial Services, Inc. in Lexington, MA and has over 32 years of experience in the finance industry. Dorothy Bickling 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.

2
Robert L. Milardo
CRD#: 831436
35 Bedford Street, Suite 15, Lexington, MA 02420
90
Wealthminder
score

Robert Milardo (CRD# 831436) is an Investment Advisor Representative working at Bickling Financial Services, Inc. in Lexington, MA and has over 34 years of experience in the finance industry.

3
Stephen P. Gruenberg
CRD#: 6590450
4 Punchard Avenue, Andover, MA 01810
87
Wealthminder
score

Stephen Gruenberg (CRD# 6590450) is an Investment Advisor Representative working at Bickling Financial Services, Inc. in Andover, MA and has 1 year of experience in the finance industry.

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