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Dana Farrell Clark

Boston Financial Management LLC

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About Dana Farrell Clark

Dana Farrell Clark is an Investment Advisor Representative at Boston Financial Management LLC. Dana has been in the financial industry since 2004 and holds the Series 65 and Series 66 licenses. Prior to joining Boston Financial Management, Dana was employed by BROWN BROTHERS HARRIMAN & CO. in Boston, MA. Dana provides financial planning services and portfolio management for individuals and businesses. Dana specializes in investment advisory services for high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

Firm Information

Dana Clark is currently registered with Boston Financial Management LLC. Boston Financial Management LLC is an investment advisor registered with the SEC. The firm manages over $4.4 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm offers a variety of services, including financial planning, portfolio management, and wrap fee programs. Boston Financial Management LLC is headquartered in Boston, MA.
Boston Financial Management LLC

255 STATE STREET

BOSTON, MA 02109

$4.45B

Assets Under Management

2

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Clark’s Registration & Firm History

MA

02/05/2016 - Present

Boston Financial Management LLC (BOSTON MA)

MA

03/01/2004 - 12/24/2008

BROWN BROTHERS HARRIMAN & CO. (BOSTON MA)

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Licenses & Designations

IA

Issued 02/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Farrell Clark.
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