Bsd Investment Advisors, LLC

Bsd Investment Advisors, LLC (CRD# 130620) is a financial advisory firm headquartered in Needham, MA. They manage $1,985,993 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $496,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

MA

Financial Advisors at Bsd Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy B. Davies
CRD#: 4772782
105 Chestnut Street, Suite 32, Needham, MA 02492
90
Wealthminder
score

Timothy Davies (CRD# 4772782) is an Investment Advisor Representative working at Bsd Investment Advisors, LLC in Needham, MA and has 1 year of experience in the finance industry. Timothy Davies 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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