← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/18/2024）
BOSTON FINANCIAL MANAGEMENT LLC · 所有者与执行高管（CRD 112360）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/112360
Schedule A · 直接所有者（19 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BROWN, MICHAEL, LAWRENCE | 个人 | VICE CHAIRMAN, MEMBER | 是 | NA |
| MORSE, RICHARD, HARDING | 个人 | CHAIRMAN | 是 | NA |
| ZIMMERMAN, SUSAN, GAUKLER | 个人 | MANAGING DIRECTOR | 是 | NA |
| JUVILER, GEOFFRY, ADOLPHE | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| CLARK, DANA, FARRELL | 个人 | MANAGING DIRECTOR, MEMBER | 是 | NA |
| LYNCH, JONATHAN, D | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| WEAFER, BRAD, MICHAEL | 个人 | CHIEF INVESTMENT OFFICER, MEMBER | 是 | A |
| ZAMBRI, CHARLES, J | 个人 | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | 是 | NA |
| RICHARD H. MORSE 1997 TRUST | 境内实体 | MEMBER | 是 | C |
| KING, CLARENCE, HOPKINS | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| REINHART, STACY, AUSTIN | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| WALSH, BRIAN, J. | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| PSYHOGEOS, ABIGAIL, MARR | 个人 | MANAGING DIRECTOR, MEMBER | 是 | A |
| O'NEIL, ALISA, KIM | 个人 | DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER | 是 | NA |
| SABLONE, KATHLEEN, MARGARET | 个人 | DIRECTOR OF WEALTH PLANNING, MEMBER | 是 | NA |
| ROBINSON, TIMOTHY, MICHAEL | 个人 | RESEARCH ANALYST, MEMBER | 是 | NA |
| FARINA, TIMOTHY, JAMES | 个人 | RESEARCH ANALYST, MEMBER | 是 | NA |
| SUSAN G. ZIMMERMAN GIFT TRUST 2010 | 境内实体 | MEMBER | 是 | A |
| CROSIER, LOUIS, PYLE | 个人 | PRESIDENT, CEO | 是 | A |
Schedule B · 执行高管（1 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MORSE, RICHARD, HARDING | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
