FINANCIAL STRATEGIES, LLC

FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 165357). Regulatory assets under management: $15.5M.

Registration

• CRD: 165357
• Type: Registered investment adviser
• Phone: 781-772-1548
• Latest filing: 2026-05-16
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search