Unclaimed Profile

Leon K. Okurowski

U. S. BOSTON CAPITAL CORPORATION·LINCOLN, Massachusetts

SIE, Series 00, Series 1, Series 3, Series 7TO, Series 24, Series 63, Series 6526 years registeredU. S. BOSTON CAPITAL CORPORATION

55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 351799Firm CRD# 5251

Profile Verification

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

Identity

Leon K. Okurowski · LINCOLN, MA

Registration

CRD #351799 · U. S. BOSTON CAPITAL CORPORATION · 26 years registered

Brand Profile

Not yet started

Career History

PEAR TREE ADVISORS, INC.

Mar 2002 – present

U. S. BOSTON CAPITAL CORPORATION

Jan 2000 – Jan 2003

LINCOLN, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 3

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

1994Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

U. S. BOSTON CAPITAL CORPORATION

CRD 5251 · SEC 801-130044

AUM

$336M

Regulatory assets under management

Employees

222 client accounts

Services offered by U. S. BOSTON CAPITAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at U. S. BOSTON CAPITAL CORPORATION →

Introduction

Speak with Leon K.

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leon K. is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LINCOLN?

Browse all registered financial advisors in LINCOLN, Massachusetts or claim this profile if it's yours.

Browse LINCOLN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Leon K. Okurowski offer?

Leon K. Okurowski specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Leon K. Okurowski's credentials?

Leon K. Okurowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leon K. Okurowski located?

Leon K. Okurowski is based in LINCOLN, Massachusetts, working with U. S. BOSTON CAPITAL CORPORATION. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Leon K. Okurowski charge for services?

Leon K. Okurowski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U. S. BOSTON CAPITAL CORPORATION?

U. S. BOSTON CAPITAL CORPORATION has approximately 5 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →