Unclaimed Profile

Elizabeth Greer Candler

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts

Clean record7 years registeredBOSTON FAMILY OFFICE LLC

88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 4340586Firm CRD# 107141

Profile Verification

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

Identity

Elizabeth Greer Candler · BOSTON, MA

Registration

CRD #4340586 · BOSTON FAMILY OFFICE LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON FAMILY OFFICE LLC

BOSTON FAMILY OFFICE LLC

Sep 2018 – Aug 2025

BOSTON, MA

Registrations & Exams

Registration record

First registered · September 21, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BOSTON FAMILY OFFICE LLC

CRD 107141 · SEC 801-52883

AUM

$1.7B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Elizabeth Greer Candler offer?

Elizabeth Greer Candler specializes in Financial Planning, Investment Management.

What are Elizabeth Greer Candler's credentials?

Elizabeth Greer Candler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Greer Candler located?

Elizabeth Greer Candler is based in BOSTON, Massachusetts, last registered with BOSTON FAMILY OFFICE LLC.

How does Elizabeth Greer Candler charge for services?

Elizabeth Greer Candler'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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