Unclaimed Profile

Lee Graham Eudy

BOSTON STANDARD WEALTH MANAGEMENT, LLC·WINCHESTER, Massachusetts

Clean recordBOSTON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Graham Eudy is a registered financial advisor based in WINCHESTER, Massachusetts, affiliated with BOSTON STANDARD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BOSTON STANDARD WEALTH MANAGEMENT, LLC

AUM

$452M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4673674

Firm CRD# 156452

View on FINRA BrokerCheck →

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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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