# FINANCIAL PERSPECTIVES PLANNING SERVICES INC

FINANCIAL PERSPECTIVES PLANNING SERVICES INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105509
- Type: SEC-registered investment adviser
- SEC file number: 801-26814
- Location: 164 CANAL STREET, STE 400, BOSTON, MA, 02114-1809
- Phone: 617 723-1400
- Latest filing: 2004-03-30
- Clients: 11

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [BLEIDT BRADFORD CHESTER](https://search.stillhousedata.com/person/778670) | CEO/DIRECTOR; CEO/PRESIDENT | — |
| [MCCARTY JAMES XAVIER](https://search.stillhousedata.com/person/778671) | EVP/DIRECTOR; PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| [FREEDMAN MARVIN IRVING](https://search.stillhousedata.com/person/778672) | DIRECTOR | — |
| [HARRIS KEITH ALAN](https://search.stillhousedata.com/person/778673) | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105509/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105509/similar
- Related entities: https://search.stillhousedata.com/firm/105509/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105509

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.