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Steven L. Bokoff

CDM FINANCIAL COUNSELING SERVICES, INC.·NORWICH, Connecticut
Clean recordCDM FINANCIAL COUNSELING SERVICES, INC.
457 WEST MAIN STREET, NORWICH, CT 06360CRD# 4650243Firm CRD# 126295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven L. Bokoff · NORWICH, CT
Registration
CRD #4650243 · CDM FINANCIAL COUNSELING SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven L. Bokoff is a registered financial advisor based in NORWICH, Connecticut, affiliated with CDM FINANCIAL COUNSELING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CDM FINANCIAL COUNSELING SERVICES, INC.
THAMES FINANCIAL MANAGEMENT
AUM
$237M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CDM FINANCIAL COUNSELING SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4650243
Firm CRD# 126295
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven L. Bokoff offer?
Steven L. Bokoff specializes in Financial Planning, Investment Management. Contact their office in NORWICH, Connecticut for a consultation.
What are Steven L. Bokoff's credentials?
Steven L. Bokoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven L. Bokoff located?
Steven L. Bokoff is based in NORWICH, Connecticut, working with CDM FINANCIAL COUNSELING SERVICES, INC.. Their office serves clients in the NORWICH metropolitan area and surrounding communities.
How does Steven L. Bokoff charge for services?
Steven L. Bokoff's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CDM FINANCIAL COUNSELING SERVICES, INC.?
CDM FINANCIAL COUNSELING SERVICES, INC. has approximately 2 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CDM FINANCIAL COUNSELING SERVICES, INC.

Denise G Lindell
NORWICH, CT
Eric Norman Kanter
NORWICH, CT
Andrew Drake Sawyer
NORWICH, CT
Barbara D Kanter
NORWICH, CT
Michael Abbott Goldblatt
NORWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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