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Louis Pyle Crosier

Boston Financial Management LLC

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About Louis Pyle Crosier

Louis Crosier is a financial advisor with over 20 years of experience in the industry. Louis has held positions at Goldman, Sachs & Co., Wellesley Investment Partners, LLC, CapFinancial Partners LLC (Captrust), and Cambridge Trust Company. Louis is currently registered with Boston Financial Management LLC and Captrust. Louis specializes in financial planning, portfolio management for businesses and individuals, and investment advisory services. Louis is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Louis Crosier 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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Louis Crosier’s Registration & Firm History

MA

05/05/2021 - Present

Boston Financial Management LLC (BOSTON MA)

NY

10/15/1998 - 07/31/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/17/1998

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Pyle Crosier.
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