Susan
Black
Boston Financial Management LLC
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About this Advisor
Susan Black is a financial advisor based in Boston, Massachusetts, working with Boston Financial Management LLC. Susan has previously held positions at Nfp Securities, Inc, Sapers & Wallack, Boston Private Wealth LLC, Wellesley Investment Partners, LLC, Boston Financial Management LLC, and Cambridge Trust. Susan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Susan is part of Boston Financial Management LLC, which operates out of Boston, Massachusetts. The firm has 2 offices and 49 employees. The firm manages assets totaling $4.4 billion and 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, and portfolio management for institutional clients. The fee structure at Boston Financial Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$4,449,954,589
49
2,952
$1,507,437
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
Boston Financial Management LLC
Cambridge Trust
Wellesley Investment Partners, LLC
None
Boston Private Wealth LLC
Nfp Securities, Inc
Sapers & Wallack
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
Portland, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
