Unclaimed Profile

Sherwood Thayer Small

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts

Series 6525 years registeredBOSTON FAMILY OFFICE LLC

88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 426675Firm CRD# 107141

Profile Verification

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

Identity

Sherwood Thayer Small · BOSTON, MA

Registration

CRD #426675 · BOSTON FAMILY OFFICE LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON FAMILY OFFICE LLC

GRANITE INVESTMENT ADVISORS, INC.

Apr 2009 – Jan 2011

CONCORD, NH

BOSTON PRIVATE VALUE INVESTORS, INC.

Feb 2001 – Apr 2009

CONCORD, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 28, 2001

Years registered · 25

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Sherwood Thayer Small offer?

Sherwood Thayer Small specializes in Financial Planning, Investment Management.

What are Sherwood Thayer Small's credentials?

Sherwood Thayer Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherwood Thayer Small located?

Sherwood Thayer Small is based in BOSTON, Massachusetts, last registered with BOSTON FAMILY OFFICE LLC.

How does Sherwood Thayer Small charge for services?

Sherwood Thayer Small'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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