# CDM FINANCIAL COUNSELING SERVICES, INC.

CDM FINANCIAL COUNSELING SERVICES, INC. of NORWICH, CT is an SEC-registered investment adviser.

## Registration

- CRD: 126295
- Type: SEC-registered investment adviser
- SEC file number: 801-112929
- Location: 457 WEST MAIN STREET, NORWICH, CT, 06360
- Phone: 860-886-5108
- Latest filing: 2026-01-19
- Regulatory AUM: $315.4M
- Discretionary AUM: $190.8M
- Non-discretionary AUM: $124.6M
- Clients: 2
- Accounts: 593

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Steven L Bokoff | PRESIDENT, TREASURER | — |
| Andrew Drake Sawyer | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| Denise G Lindell | SHAREHOLDER | — |
| KANTER BARBARA JEAN | SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| KANTER ERIC NORMAN | PORTFOLIO MANAGER; SHAREOWNER; VICE PRESIDENT | — |
| GOLDBLATT MICHAEL ABBOTT | PRESIDENT; SHAREOWNER | — |
| BOKOFF STEVEN L | PRESIDENT, TREASURER; TREASURER | — |
| KANTER BARBARA D | CHIEF COMPLIANCE OFFICER; EMPLOYEE; SECRETARY/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SAWYER ANDREW DRAKE | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT; VICE PRESIDENT, SECRETARY | — |
| Lindell Denise G | SHAREHOLDER | — |
| Steven L. Bokoff | PRESIDENT, TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126295/similar
- Related entities: https://search.stillhousedata.com/firm/126295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126295

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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.