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Michael Joseph Dorsey

Boston Family Office LLC

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About Michael Joseph Dorsey

Michael Dorsey is a financial advisor with Boston Family Office LLC in Boston, Massachusetts. Michael has been in the industry since 2011. Michael is registered with the state of Massachusetts as an Investment Advisor Representative. Michael is also a Certified Financial Planner and a Chartered Financial Analyst. Michael has experience working with high-net-worth individuals, charitable organizations, and corporations. Michael specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Michael is also involved with other businesses, specifically with rental real estate.

Firm Information

Michael Dorsey is currently registered with Boston Family Office LLC. Boston Family Office LLC is an investment advisor registered with the SEC. They provide investment advisory services such as financial planning, portfolio management for individuals, and selection of other advisors. The firm has 9 investment advisory functions and 8 investment advisor representatives. They manage approximately $1,736,646,169 in assets for 789 clients. Their client base consists primarily of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also offer trust and estate review and administration services.
Boston Family Office LLC

88 BROAD ST. (2ND FLOOR)

BOSTON, MA 02110

$1.74B

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust & estate review & admin.

Trust & estate review & admin.

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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Michael Dorsey’s Registration & Firm History

MA

09/29/2020 - Present

Boston Family Office LLC (BOSTON MA)

MA

10/27/2017 - 08/25/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/30/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2018

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Dorsey.
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