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Steven L. Bokoff

CDM FINANCIAL COUNSELING SERVICES, INC.·NORWICH, Connecticut
Clean record26 years registeredCDM 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. · 26 years registered
Brand Profile
Not yet started
01

Career History

THAMES FINANCIAL MANAGEMENT
Jan 2016 – present
THAMES FINANCIAL MANAGEMENT
Jul 2000 – Dec 2015
NORWICH, CT
02

Registrations & Exams

Registration record
First registered · July 28, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CDM FINANCIAL COUNSELING SERVICES, INC.
CRD 126295 · SEC 801-112929
AUM
$237M
Regulatory assets under management
Employees
2
553 client accounts
Services offered by CDM FINANCIAL COUNSELING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CDM FINANCIAL COUNSELING SERVICES, INC. →
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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.

Eric Norman Kanter
NORWICH, CT
Barbara D Kanter
NORWICH, CT
Andrew Drake Sawyer
NORWICH, CT
CFA
Michael Abbott Goldblatt
NORWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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