Boston Private Wealth

Boston Private Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $6,742,062,835 in 6,285 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,742
    MILLION
  • Total Number of Accounts
    6,285
    ACCOUNTS
  • Average Account Value
    $1,072,723
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Boston Private Wealth
Showing 1 - 10 of 64 top financial advisors.
1
Godelieve L. Mertens
CRD#: 2533282
160 Bovet Road, San Mateo, CA 94402
101
Wealthminder
score

Godelieve Mertens (CRD# 2533282) is an Investment Advisor Representative working at Boston Private Wealth in San Mateo, CA and has over 23 years of experience in the finance industry.

2
Thomas K. Anderson
CRD#: 2114287
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

Thomas Anderson (CRD# 2114287) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 9 years of experience in the finance industry.

3
Susan Black
CRD#: 4968998
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

Susan Black (CRD# 4968998) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 12 years of experience in the finance industry. Susan Black 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.

4
Sean P. Cragan
CRD#: 4779237
255 State Street, Boston, MA 02109
96
Wealthminder
score

Sean Cragan (CRD# 4779237) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 13 years of experience in the finance industry. Sean Cragan 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.

5
Richard J. Grasfeder
CRD#: 4996655
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

Richard Grasfeder (CRD# 4996655) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 12 years of experience in the finance industry.

6
Robert B. Heitzman
CRD#: 3003585
Rockville, MD
96
Wealthminder
score

Robert Heitzman (CRD# 3003585) is an Investment Advisor Representative working at Boston Private Wealth in Rockville, MD and has over 19 years of experience in the finance industry. Robert Heitzman 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.

7
Kathleen T. Kenealy
CRD#: 5989012
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

Kathleen Kenealy (CRD# 5989012) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 12 years of experience in the finance industry. Kathleen Kenealy 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.

8
Todd C. Mills
CRD#: 2688102
255 State Street, 6th Floor, Boston, MA 02109
96
Wealthminder
score

Todd Mills (CRD# 2688102) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 21 years of experience in the finance industry. Todd Mills 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.

9
Taylor J. Morrison
CRD#: 4661142
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

Taylor Morrison (CRD# 4661142) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 14 years of experience in the finance industry. Taylor Morrison 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.

10
William T. Oberlies
CRD#: 3139346
One Federal Street, 30th Floor, Boston, MA 02110
96
Wealthminder
score

William Oberlies (CRD# 3139346) is an Investment Advisor Representative working at Boston Private Wealth in Boston, MA and has over 19 years of experience in the finance industry.

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