Michael
Dorsey
Boston Family Office LLC
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About this Advisor
Michael Dorsey is a financial advisor based in Boston, Massachusetts, working with Boston Family Office LLC. Michael has previously held positions at Boston Advisors, LLC, Steward Partners Investment Advisory, LLC, Boston Family Office, Solano Wealth Management Group, Raymond James Financial Services, Inc, and Steward Partners Global Advisory, LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael is part of Boston Family Office LLC, which operates out of Boston, Massachusetts. The firm has 16 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Boston Family Office LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boston Family Office LLC Brokerage Details
$1,736,646,169
16
789
$2,201,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Dorsey Work History
Boston Family Office
Solano Wealth Management Group
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Boston Advisors, LLC
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
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