Unclaimed Profile

David Hart Polansky

LOWELL BLAKE & ASSOCIATES INC.·BOSTON, Massachusetts

Series 65Clean record9 years registeredLOWELL BLAKE & ASSOCIATES INC.

141 TREMONT STREET, BOSTON, MA 02111-1209CRD# 6714671Firm CRD# 105127

Profile Verification

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

Identity

David Hart Polansky · BOSTON, MA

Registration

CRD #6714671 · LOWELL BLAKE & ASSOCIATES INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOWELL BLAKE & ASSOCIATES INC.

LOWELL BLAKE & ASSOCIATES INC.

Dec 2016 – Jun 2021

Boston, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 15, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOWELL BLAKE & ASSOCIATES INC.

CRD 105127 · SEC 801-9892

AUM

$597M

Regulatory assets under management

Employees

432 client accounts

Services offered by LOWELL BLAKE & ASSOCIATES INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LOWELL BLAKE & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does David Hart Polansky offer?

David Hart Polansky specializes in Investment Management.

What are David Hart Polansky's credentials?

David Hart Polansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Hart Polansky located?

David Hart Polansky is based in BOSTON, Massachusetts, last registered with LOWELL BLAKE & ASSOCIATES INC..

How does David Hart Polansky charge for services?

David Hart Polansky's firm is compensated through percentage of aum, hourly charges, subscription fees, other: trustee fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOWELL BLAKE & ASSOCIATES INC.?

LOWELL BLAKE & ASSOCIATES INC. has approximately 8 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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