Boston Financial Management LLC

Boston Financial Management LLC (CRD# 112360) is a financial advisory firm headquartered in Boston, MA. They manage $3,241,670,277 in 2,205 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,242
    MILLION
  • Total Number of Accounts
    2,205
    ACCOUNTS
  • Average Account Value
    $1,470,145
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
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.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, TX, UT, VA, VT, WA

Financial Advisors at Boston Financial Management LLC
Showing 1 - 10 of 18 top financial advisors.
1
Dana F. Clark
CRD#: 4743363
255 State Street, 6th Floor, Boston, MA 02109

Dana Clark (CRD# 4743363) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 17 years of experience in the finance industry.

2
Louis P. Crosier
CRD#: 3107747
255 State Street, 6th Floor, Boston, MA 02109

Louis Crosier (CRD# 3107747) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 23 years of experience in the finance industry.

3
Timothy J. Farina
CRD#: 6401829
255 State Street, 6th Floor, Boston, MA 02109

Timothy Farina (CRD# 6401829) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Bradford Gardner
CRD#: 2441759
255 State Street, 6th Floor, Boston, MA 02109

Bradford Gardner (CRD# 2441759) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 27 years of experience in the finance industry.

5
Edward F. Glesmann
CRD#: 5719111
255 State Street, 6th Floor, Boston, MA 02109

Edward Glesmann (CRD# 5719111) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Geoffry A. Juviler
CRD#: 2137134
255 State Street, 6th Floor, Boston, MA 02109

Geoffry Juviler (CRD# 2137134) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 30 years of experience in the finance industry.

7
Clarence H. King
CRD#: 2103936
255 State Street, 6th Floor, Boston, MA 02109

Clarence King (CRD# 2103936) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 30 years of experience in the finance industry.

8
Jonathan D. Lynch
CRD#: 4660067
255 State Street, 6th Floor, Boston, MA 02109

Jonathan Lynch (CRD# 4660067) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 18 years of experience in the finance industry.

9
Jay Nicholls
CRD#: 6838340
255 State Street, 6th Floor, Boston, MA 02109

Jay Nicholls (CRD# 6838340) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 4 years of experience in the finance industry.

10
Laurie L. Novak
CRD#: 5663254
255 State Street, 6th Floor, Boston, MA 02109

Laurie Novak (CRD# 5663254) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 11 years of experience in the finance industry. Laurie Novak 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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