Brian Boswell (CRD# 4410706) is an Investment Advisor Representative working at Newbridge Wealth Management in Malden, MA and has over 20 years of experience in the finance industry. Brian Boswell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services | Boston, MA | Jan 2020 - Current | 4 |
Mass Mutual Life Insurance Company | Boston, MA | Dec 2019 - Current | 4 |
529 Expert, LLC | Malden, MA | Aug 2017 - Dec 2019 | 2 |
Savingforcollege.com | Miami, FL | Mar 2016 - Aug 2017 | 1 |
Ascensus Broker Dealer Services, Inc. | Newton, MA | Dec 2013 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2003 |
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- MA
- PA
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$276,730
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, PA
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