Unclaimed Profile

Louis Pyle Crosier

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Series 3, Series 7, Series 63, Series 65Clean record23 years registeredBOSTON FINANCIAL MANAGEMENT LLC

255 STATE STREET, BOSTON, MA 02109CRD# 3107747Firm CRD# 112360

Profile Verification

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

Identity

Louis Pyle Crosier · BOSTON, MA

Registration

CRD #3107747 · BOSTON FINANCIAL MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

BOSTON FINANCIAL MANAGEMENT LLC

May 2021 – Oct 2025

BOSTON, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Sep 2014 – Oct 2020

WELLESLEY, MA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Jan 2013

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Oct 2002 – Nov 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 7, 2002

Years registered · 23

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 Louis Pyle Crosier offer?

Louis Pyle Crosier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Louis Pyle Crosier's credentials?

Louis Pyle Crosier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Pyle Crosier located?

Louis Pyle Crosier 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 Louis Pyle Crosier charge for services?

Louis Pyle Crosier'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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