Unclaimed Profile

Dana Farrell Clark

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Series 7, Series 65, Series 66Clean record10 years registeredBOSTON FINANCIAL MANAGEMENT LLC

255 STATE STREET, BOSTON, MA 02109CRD# 4743363Firm CRD# 112360

Profile Verification

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

Identity

Dana Farrell Clark · BOSTON, MA

Registration

CRD #4743363 · BOSTON FINANCIAL MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Nov 2024 – present

BOSTON FINANCIAL MANAGEMENT LLC

Feb 2016 – Feb 2025

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · February 5, 2016

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

Speak with Dana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dana is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dana Farrell Clark offer?

Dana Farrell Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Dana Farrell Clark's credentials?

Dana Farrell Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Farrell Clark located?

Dana Farrell Clark 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 Dana Farrell Clark charge for services?

Dana Farrell Clark'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →