Chief Compliance Officer · Boston Family Office LLC
Darren L. Beals
CRD 6317684 · Named on Form ADV at one SEC-registered adviser
At a glance
Boston Family Office LLC, an SEC-registered wealth manager based in Boston, MA with $2.0 billion in regulatory assets, lists Darren L. Beals on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Boston Family Office LLCChief Compliance OfficerWealth manager · Boston, MA · $2.0B in regulatory assets
AtlasMembers
Darren’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- George P. BealManaging Member, Boston Family Office LLC
- George PutnamManaging Member, Boston Family Office LLC
- Eliza H. RoweManaging Member, Treasurer, Boston Family Office LLC
- Michael J. UngerManaging Member, Boston Family Office LLC
- Benjamin T. RichardsonManaging Member, Chief Investment Officer, Boston Family Office LLC
2 more people named with Darren on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.