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Stefan Bengt Emil Karlsson

Aureus Asset Management, LLC

Boston, MA

CRD 4224850

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Employer firm

Aureus Asset Management, LLC CRD 136674

$8.40B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aureus Asset Management, Llc

One Winthrop Square, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-11
  • MA RA
    APPROVED
    Since 2017-10-11

Branch Locations

One Winthrop Square, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aureus Asset Management Boston MA 06/2011 Present
  • 06/2011 → Present
    Aureus Asset Management
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-12
  • S63 Uniform Securities Agent State Law Examination
    2008-09-12
Designations
  • Chartered Financial Analyst
Other Names
  • Stefan Bengt Emil Karlsson

View on SEC IAPD

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