Unclaimed Profile

Michael Joseph Dorsey

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts

SIE, Series 7, Series 31, Series 63, Series 65CFP CFAClean record14 years registeredBOSTON FAMILY OFFICE LLC

88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 5179095Firm CRD# 107141

Profile Verification

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

Identity

Michael Joseph Dorsey · BOSTON, MA

Registration

CRD #5179095 · BOSTON FAMILY OFFICE LLC · 14 years registered

Brand Profile

Not yet started

Career History

BOSTON FAMILY OFFICE LLC

Sep 2020 – present

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Oct 2017 – Aug 2020

BOSTON, MA

BOSTON ADVISORS, LLC

Apr 2012 – Aug 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 17, 2012

Years registered · 14

Professional designations · CFP, CFA

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 Michael Joseph Dorsey offer?

Michael Joseph Dorsey specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Michael Joseph Dorsey's credentials?

Michael Joseph Dorsey holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joseph Dorsey located?

Michael Joseph Dorsey is based in BOSTON, Massachusetts, working with BOSTON FAMILY OFFICE LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Michael Joseph Dorsey charge for services?

Michael Joseph Dorsey'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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