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Timothy Michael Robinson

Boston Financial Management LLC

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About Timothy Michael Robinson

Timothy Michael Robinson is a registered investment advisor representative with Boston Financial Management LLC. Timothy holds the Series 7, Series 63, SIE, and Series 86/87 licenses. Timothy is a Chartered Financial Analyst. Timothy specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Timothy has been in the industry since December 2011 and is currently registered with the state of Massachusetts. Before joining Boston Financial Management LLC, Timothy was employed at Susquehanna Financial Group, LLLP.

Firm Information

Timothy Robinson 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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Timothy Robinson’s Registration & Firm History

MA

10/04/2016 - Present

Boston Financial Management LLC (BOSTON MA)

MA

02/24/2012 - 09/16/2016

SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)

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Licenses & Designations

BC

Issued 06/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/06/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Michael Robinson.
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