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Benjamin Taylor Richardson

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts
Clean record8 years registeredBOSTON FAMILY OFFICE LLC
88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 5562033Firm CRD# 107141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Taylor Richardson · BOSTON, MA
Registration
CRD #5562033 · BOSTON FAMILY OFFICE LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BOSTON FAMILY OFFICE LLC
Dec 2017 – present
02

Registrations & Exams

Registration record
First registered · December 8, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOSTON FAMILY OFFICE LLC
CRD 107141 · SEC 801-52883
AUM
$1.7B
Regulatory assets under management
Employees
16
789 client accounts
Services offered by BOSTON FAMILY OFFICE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOSTON FAMILY OFFICE LLC →
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05

Frequently Asked Questions

What services does Benjamin Taylor Richardson offer?
Benjamin Taylor Richardson specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Benjamin Taylor Richardson's credentials?
Benjamin Taylor Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Taylor Richardson located?
Benjamin Taylor Richardson is based in BOSTON, Massachusetts, working with BOSTON FAMILY OFFICE LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Benjamin Taylor Richardson charge for services?
Benjamin Taylor Richardson'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 FAMILY OFFICE LLC?
BOSTON FAMILY OFFICE LLC has approximately 16 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOSTON FAMILY OFFICE LLC

Michael James Unger
BOSTON, MA
Eliza Hapgood Rowe
BOSTON, MA
Sherwood Thayer Small
BOSTON, MA
Peder Christian Johnson
BOSTON, MA
Elizabeth Greer Candler
BOSTON, MA
Michael Joseph Dorsey
BOSTON, MA
CFPCFA

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Research
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