Unclaimed Profile

Bradford Gardner

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Series 2, Series 24, Series 65Clean record32 years registeredBOSTON FINANCIAL MANAGEMENT LLC

255 STATE STREET, BOSTON, MA 02109CRD# 2441759Firm CRD# 112360

Profile Verification

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

Identity

Bradford Gardner · BOSTON, MA

Registration

CRD #2441759 · BOSTON FINANCIAL MANAGEMENT LLC · 32 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jul 2025 – present

BOSTON FINANCIAL MANAGEMENT LLC

May 2016 – Nov 2024

BOSTON, MA

EMERSON INVESTMENT MANAGEMENT LLC

Apr 1994 – May 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 2

Series 24

Series 65

Registration record

First registered · April 15, 1994

Years registered · 32

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 Bradford Gardner offer?

Bradford Gardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Bradford Gardner's credentials?

Bradford Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradford Gardner located?

Bradford Gardner 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 Bradford Gardner charge for services?

Bradford Gardner'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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