Unclaimed Profile

Abigail Marr Psyhogeos

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record26 years registeredBOSTON FINANCIAL MANAGEMENT LLC

255 STATE STREET, BOSTON, MA 02109CRD# 1808284Firm CRD# 112360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abigail Marr Psyhogeos · BOSTON, MA

Registration

CRD #1808284 · BOSTON FINANCIAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Nov 2024 – present

BOSTON FINANCIAL MANAGEMENT LLC

Jul 2018 – Feb 2025

BOSTON, MA

F L PUTNAM INVESTMENT MANAGEMENT CO.

Jan 2017 – Jun 2018

WELLESLEY, MA

BAINCO INTERNATIONAL INVESTORS LLC

Jul 2000 – Dec 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · July 19, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON FINANCIAL MANAGEMENT LLC

CRD 112360 · SEC 801-11178

AUM

$4.4B

Regulatory assets under management

Employees

2,952 client accounts

Services offered by BOSTON FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Abigail Marr Psyhogeos offer?

Abigail Marr Psyhogeos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Abigail Marr Psyhogeos's credentials?

Abigail Marr Psyhogeos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abigail Marr Psyhogeos located?

Abigail Marr Psyhogeos is based in BOSTON, Massachusetts, working with BOSTON FINANCIAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Abigail Marr Psyhogeos charge for services?

Abigail Marr Psyhogeos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON FINANCIAL MANAGEMENT LLC?

BOSTON FINANCIAL MANAGEMENT LLC has approximately 49 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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