Home
›
Firms
›
U. S. BOSTON CAPITAL CORPORATION
U. S. BOSTON CAPITAL CORPORATION
LINCOLN, Massachusetts
·
4 registered advisors
·
CRD# 5251
SEC# 801-130044
0
781-259-1144
01
Firm Overview
AUM
$336M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at U. S. BOSTON CAPITAL CORPORATION
4 registered advisors
Deborah Anne Kessinger
LINCOLN, Massachusetts
CRD# 1801530
Diane Hunt
LINCOLN, Massachusetts
CRD# 1314708
Leon K. Okurowski
LINCOLN, Massachusetts
CRD# 351799
Willard Lee Umphrey
LINCOLN, Massachusetts
CRD# 451556
05
Office Locations
LINCOLN, Massachusetts
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. U. S. BOSTON CAPITAL CORPORATION (CRD# 5251) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.