Susan
Black
Boston Financial Management LLC
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About this Advisor
Susan Black is a certified financial planner based out of Boston, Massachusetts with a total of 1 year of industry experience. Black currently works for Boston Financial Management LLC. Their career trajectory has included roles at Nfp Securities, Inc, Sapers & Wallack, Boston Private Wealth LLC, Wellesley Investment Partners, LLC, None, Boston Financial Management LLC and Cambridge Trust. Black has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Boston Financial Management LLC is a business based out of Boston, MA. The investment advisory business has offices in three locations and a total of 51 financial advisors. It controls $4 billion in assets across its 2,820 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 2,820 customer accounts, 58% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on which service is offered. Fee types charged by Boston Financial Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$3,682,804,638
51
2,820
$1,305,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Susan Black Work History
Susan has been registered as a financial advisor for 1 years.*
Boston Financial Management LLC
Cambridge Trust
Wellesley Investment Partners, LLC
None
Boston Private Wealth LLC
Nfp Securities, Inc
Sapers & Wallack
*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 Susan Black 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 Financial Management 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.