Unclaimed Profile

Michael Burke Stephens

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 65Clean record12 years registeredBOSTON FINANCIAL MANAGEMENT LLC

ONE WINTHROP SQUARE, BOSTON, MA 02110-1209CRD# 5119436Firm CRD# 112360

Profile Verification

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

Identity

Michael Burke Stephens · BOSTON, MA

Registration

CRD #5119436 · BOSTON FINANCIAL MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON FINANCIAL MANAGEMENT LLC

EATON VANCE WATEROAK ADVISORS

Oct 2018 – Mar 2021

BOSTON, MA

BOSTON FINANCIAL MANAGEMENT LLC

May 2016 – Mar 2018

BOSTON, MA

EMERSON INVESTMENT MANAGEMENT LLC

Jan 2014 – May 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · January 16, 2014

Years registered · 12

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 Michael Burke Stephens offer?

Michael Burke Stephens specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Burke Stephens's credentials?

Michael Burke Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Burke Stephens located?

Michael Burke Stephens is based in BOSTON, Massachusetts, last registered with BOSTON FINANCIAL MANAGEMENT LLC.

How does Michael Burke Stephens charge for services?

Michael Burke Stephens'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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