Burns & Levinson Asset Management

Burns & Levinson Asset Management (CRD# 108191) is a financial advisory firm headquartered in Boston, MA. They manage $169,952,897 in 186 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $913,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, MA

Financial Advisors at Burns & Levinson Asset Management
Showing 1 - 6 of 6 top financial advisors.
1
Raymond E. Baxter
CRD#: 2850466
125 Summer Street, Boston, MA 02110
93
Wealthminder
score

Raymond Baxter (CRD# 2850466) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 19 years of experience in the finance industry.

2
Steven C. Goodwin
CRD#: 2850459
125 Summer Street, Boston, MA 02110
93
Wealthminder
score

Steven Goodwin (CRD# 2850459) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 19 years of experience in the finance industry.

3
Howard D. Medwed
CRD#: 2850456
125 Summer Street, Boston, MA 02110
93
Wealthminder
score

Howard Medwed (CRD# 2850456) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 19 years of experience in the finance industry.

4
Mark A. Nowak
CRD#: 5877827
125 Summer Street, Boston, MA 02110
93
Wealthminder
score

Mark Nowak (CRD# 5877827) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 5 years of experience in the finance industry.

5
Robert C. Rives
CRD#: 2850464
125 Summer Street, Boston, MA 02110
93
Wealthminder
score

Robert Rives (CRD# 2850464) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 19 years of experience in the finance industry.

6
Melissa W. Flynn
CRD#: 6040249
125 Summer Street, Boston, MA 02110
90
Wealthminder
score

Melissa Flynn (CRD# 6040249) is an Investment Advisor Representative working at Burns & Levinson Asset Management in Boston, MA and has over 4 years of experience in the finance industry.

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