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Susan Gaukler Zimmerman

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts
Series 65Clean record10 years registeredBOSTON FINANCIAL MANAGEMENT LLC
255 STATE STREET, BOSTON, MA 02109CRD# 4393549Firm CRD# 112360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Gaukler Zimmerman · BOSTON, MA
Registration
CRD #4393549 · BOSTON FINANCIAL MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Dec 2024 – present
BOSTON FINANCIAL MANAGEMENT LLC
Feb 2016 – Feb 2025
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 1, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOSTON FINANCIAL MANAGEMENT LLC
CRD 112360 · SEC 801-11178
AUM
$4.4B
Regulatory assets under management
Employees
49
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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05

Frequently Asked Questions

What services does Susan Gaukler Zimmerman offer?
Susan Gaukler Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Susan Gaukler Zimmerman's credentials?
Susan Gaukler Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Gaukler Zimmerman located?
Susan Gaukler Zimmerman 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 Susan Gaukler Zimmerman charge for services?
Susan Gaukler Zimmerman'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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Other Advisors at BOSTON FINANCIAL MANAGEMENT LLC

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Dana Farrell Clark
BOSTON, MA
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BOSTON, MA
Bradford Gardner
BOSTON, MA
Jonathan D Lynch
BOSTON, MA
Louis Pyle Crosier
BOSTON, MA

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Research
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