Unclaimed Profile

Alan Thomas Macdonald

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean record10 years registeredBOSTON FINANCIAL MANAGEMENT LLC

ONE WINTHROP SQUARE, BOSTON, MA 02110-1209CRD# 4393751Firm CRD# 112360

Profile Verification

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

Identity

Alan Thomas Macdonald · BOSTON, MA

Registration

CRD #4393751 · BOSTON FINANCIAL MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON FINANCIAL MANAGEMENT LLC

BOSTON FINANCIAL MANAGEMENT LLC

Nov 2015 – Jul 2018

BOSTON, MA

Registrations & Exams

Registration record

First registered · November 18, 2015

Years registered · 10

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 Alan Thomas Macdonald offer?

Alan Thomas Macdonald specializes in Financial Planning, Investment Management, Wealth Management.

What are Alan Thomas Macdonald's credentials?

Alan Thomas Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Thomas Macdonald located?

Alan Thomas Macdonald is based in BOSTON, Massachusetts, last registered with BOSTON FINANCIAL MANAGEMENT LLC.

How does Alan Thomas Macdonald charge for services?

Alan Thomas Macdonald'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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