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Timothy Michael Robinson

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts
SIE, Series 7, Series 63, Series 86, Series 87CFAClean record9 years registeredBOSTON FINANCIAL MANAGEMENT LLC
255 STATE STREET, BOSTON, MA 02109CRD# 6023169Firm CRD# 112360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Michael Robinson · BOSTON, MA
Registration
CRD #6023169 · BOSTON FINANCIAL MANAGEMENT LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

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

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
Registration record
First registered · October 4, 2016
Years registered · 9
Professional designation · CFA
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 →
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05

Frequently Asked Questions

What services does Timothy Michael Robinson offer?
Timothy Michael Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Timothy Michael Robinson's credentials?
Timothy Michael Robinson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Michael Robinson located?
Timothy Michael Robinson 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 Timothy Michael Robinson charge for services?
Timothy Michael Robinson'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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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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