Michael
Dorsey
Boston Family Office LLC
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About this Advisor
Michael Dorsey is a certified financial planner and chartered financial analyst working in Boston, Massachusetts with a total of 3 years of industry experience. Dorsey currently works for Boston Family Office LLC. The advisor has gained experience at Boston Advisors, LLC, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Boston Family Office and Solano Wealth Management Group. Dorsey maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Boston Family Office LLC is a financial advisory business operating out of Boston, MA. It administers $2 billion in total assets among its 744 accounts, placing it among the largest firms in the country by assets under management. The firm advises nine charitable organizations. Of its 744 customer accounts, 75% are held by high-net-worth individuals who have more than $1 million in assets. Boston Family Office LLC offers a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees are based on the type of services. Fee types billed by Boston Family Office LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Family Office LLC Brokerage Details
$1,599,534,694
16
744
$2,149,912
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Dorsey Work History
Michael has been registered as a financial advisor for 3 years.*
Boston Family Office
Solano Wealth Management Group
Raymond James Financial Services, Inc
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Boston Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Dorsey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boston Family Office LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
