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Lee Graham Eudy

BOSTON STANDARD WEALTH MANAGEMENT, LLC·WINCHESTER, Massachusetts
Series 7, Series 66Clean record15 years registeredBOSTON STANDARD WEALTH MANAGEMENT, LLC
31 CHURCH ST. #3, WINCHESTER, MA 01890CRD# 4673674Firm CRD# 156452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Graham Eudy · WINCHESTER, MA
Registration
CRD #4673674 · BOSTON STANDARD WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BOSTON STANDARD WEALTH MANAGEMENT, LLC
Jul 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 14, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD 156452 · SEC 801-81146
AUM
$452M
Regulatory assets under management
Employees
5
1,567 client accounts
Services offered by BOSTON STANDARD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Lee Graham Eudy offer?
Lee Graham Eudy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Massachusetts for a consultation.
What are Lee Graham Eudy's credentials?
Lee Graham Eudy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Graham Eudy located?
Lee Graham Eudy is based in WINCHESTER, Massachusetts, working with BOSTON STANDARD WEALTH MANAGEMENT, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Lee Graham Eudy charge for services?
Lee Graham Eudy'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 STANDARD WEALTH MANAGEMENT, LLC?
BOSTON STANDARD WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC

Robert Walter Tafuri
WINCHESTER, MA
Zachary Conover Bouchard
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