# MINTZ LEVIN FINANCIAL ADVISORS LLC

MINTZ LEVIN FINANCIAL ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 112485
- Type: SEC-registered investment adviser
- SEC file number: 801-55976
- Location: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Phone: 617-542-6000 / 617-348-1737
- Latest filing: 2012-03-22
- Regulatory AUM: $1.0B
- Discretionary AUM: $771.6M
- Non-discretionary AUM: $264.0M
- Clients: 11
- Accounts: 374

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| URBAN WILLIAM ROBERT | SECRETARY & TREASURER | — |
| STALEY CHITRA RAGHAVAN | CHIEF INVESTMENT OFFICER | — |
| GLOVSKY ROBERT JAMES | PRESIDENT | — |
| GELLER CARY PAUL | EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| ROSENTHAL STEVEN PAUL | CLERK; SECRETARY/CLERK; SECRETARY/TREASURER | — |
| DYNAN MITCHELL DAVID | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112485/similar
- Related entities: https://search.stillhousedata.com/firm/112485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112485

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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.