Boston Hill Advisors, LLC

Boston Hill Advisors, LLC (CRD# 141306) is a financial advisory firm headquartered in North Andover, MA. They manage $427,308,985 in 2,249 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    427
    MILLION
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $190,000
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
  • Selection of other advisers (including private fund managers)
  • Other
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, CT, FL, MA, ME, NH, NY, TX

Financial Advisors at Boston Hill Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Marybeth R. Breed
CRD#: 2597434
100 Andover Bypass Road, Suite 301, North Andover, MA 01845
96
Wealthminder
score

Marybeth Breed (CRD# 2597434) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has over 22 years of experience in the finance industry. Marybeth Breed 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
Joseph W. Hayes
CRD#: 2434395
100 Andover Bypass Street, Suite 201, North Andover, MA 01845
96
Wealthminder
score

Joseph Hayes (CRD# 2434395) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has over 23 years of experience in the finance industry. Joseph Hayes 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.

3
Ronald F. Siggens
CRD#: 2707924
100 Andover Bypass Street, Suite 201, North Andover, MA 01845
93
Wealthminder
score

Ronald Siggens (CRD# 2707924) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has over 21 years of experience in the finance industry.

4
Michael P. Claveau
CRD#: 6579279
100 Andover Bypass Street, Suite 201, North Andover, MA 01845
90
Wealthminder
score

Michael Claveau (CRD# 6579279) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has 1 year of experience in the finance industry.

5
Stephen F. Curran
CRD#: 5720761
100 Andover Bypass Road, Suite 301, North Andover, MA 01845
90
Wealthminder
score

Stephen Curran (CRD# 5720761) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has 1 year of experience in the finance industry. Stephen Curran 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.

6
Scott M. Brown
CRD#: 5467267
100 Andover Bypass Street, Suite 201, North Andover, MA 01845
89
Wealthminder
score

Scott Brown (CRD# 5467267) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has over 4 years of experience in the finance industry.

7
Susan E. Danson
CRD#: 6400773
100 Andover Bypass Street, Suite 201, North Andover, MA 01845
88
Wealthminder
score

Susan Danson (CRD# 6400773) is an Investment Advisor Representative working at Boston Hill Advisors, LLC in North Andover, MA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.