# BOSTON FINANCIAL MANAGEMENT LLC

BOSTON FINANCIAL MANAGEMENT LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 112360
- Type: SEC-registered investment adviser
- SEC file number: 801-11178
- Location: 255 STATE STREET, 6TH FLOOR, BOSTON, MA, 02109
- Phone: 617-338-8108
- Latest filing: 2025-03-05
- Regulatory AUM: $5.0B
- Discretionary AUM: $4.9B
- Non-discretionary AUM: $151.0M
- Clients: 49
- Accounts: 3,056

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (59)

_Showing 25 of 59 people._

| Name | Role | Location |
| --- | --- | --- |
| Brian J Walsh | MANAGING DIRECTOR, MEMBER | Wayne, PA |
| Michael Lawrence Brown | VICE CHAIRMAN, MEMBER | — |
| Richard Harding Morse | CHAIRMAN; TRUSTEE | — |
| Susan Gaukler Zimmerman | MANAGING DIRECTOR | — |
| Geoffry Adolphe Juviler | MANAGING DIRECTOR, MEMBER | — |
| Dana Farrell Clark | MANAGING DIRECTOR, MEMBER | — |
| Jonathan D Lynch | MANAGING DIRECTOR, MEMBER | — |
| Brad Michael Weafer | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Charles J Zambri | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | — |
| Clarence Hopkins King | MANAGING DIRECTOR, MEMBER | — |
| Stacy Austin Reinhart | MANAGING DIRECTOR, MEMBER | — |
| Abigail Marr Psyhogeos | MANAGING DIRECTOR, MEMBER | — |
| Alisa Kim O'Neil | DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER | — |
| Kathleen Margaret Sablone | DIRECTOR OF WEALTH PLANNING, MEMBER | — |
| Timothy Michael Robinson | RESEARCH ANALYST, MEMBER | — |
| Timothy James Farina | RESEARCH ANALYST, MEMBER | — |
| Louis Pyle Crosier | PRESIDENT, CEO | — |
| GARDNER BRADFORD | MANAGING DIRECTOR, MEMBER; VICE CHAIRMAN AND MANAGING DIRECTOR, MEMBER | — |
| KING CLARENCE HOPKINS | MANAGING DIRECTOR, MEMBER | — |
| KAHN JEFFREY IAN | MANAGING DIRECTOR | — |
| WALSH EDWARD J | MANAGING DIRECTOR; MANAGING DIRECTOR, MEMBER | — |
| CROSIER LOUIS PYLE | PRESIDENT, CEO | — |
| FERLAZZO LESLIE ALLEN | PRESIDENT | — |
| MORSE RICHARD HARDING | CHAIRMAN; CHAIRMAN AND ELECTED MANAGER; CHAIRMAN & PRESIDENT (+2 more) | — |
| ABBOTT JOHN HAYDEN | DIRECTOR; EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112360/similar
- Related entities: https://search.stillhousedata.com/firm/112360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112360

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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.