Unclaimed Profile

Michael James Unger

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts

Clean record26 years registeredBOSTON FAMILY OFFICE LLC

88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 4568484Firm CRD# 107141

Profile Verification

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

Identity

Michael James Unger · BOSTON, MA

Registration

CRD #4568484 · BOSTON FAMILY OFFICE LLC · 26 years registered

Brand Profile

Not yet started

Career History

BOSTON FAMILY OFFICE LLC

May 2000 – present

Registrations & Exams

Registration record

First registered · May 13, 2000

Years registered · 26

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 James Unger offer?

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

What are Michael James Unger's credentials?

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

Where is Michael James Unger located?

Michael James Unger 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 James Unger charge for services?

Michael James Unger'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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