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Leon K. Okurowski

U. S. BOSTON CAPITAL CORPORATION·LINCOLN, Massachusetts
U. 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Leon K. Okurowski is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with U. S. BOSTON CAPITAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
U. S. BOSTON CAPITAL CORPORATION
U. S. BOSTON CAPITAL CORPORATION
AUM
$336M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 351799
Firm CRD# 5251
View on FINRA BrokerCheck →

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05

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.
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