Best Investors
Account
Sign in
Best Investors
Account
Sign in
6 Beacon Street Suite 725, Boston, MA 02108-3810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-14 |
Branch Locations
6 Beacon Street Suite 725, Boston, MA 02108-3810 • United States
6 Beacon Street Suite 725, Boston, MA 02108-3810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2003-06-16 |
Branch Locations
6 Beacon Street Suite 725, Boston, MA 02108-3810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lebed Asset Management Llc | Boston | MA | 01/2003 | Present |
| Boston Portfolio Advisers, Llc | Boston | MA | 12/2014 | Present |
SINCE NOVEMBER 2014, I HAVE BEEN (AND CURRENTLY AM) AN OFFICER AND INDIRECT MINORITY OWNER OF BOSTON PORTFOLIO ADVISERS, LLC ("BPA"), LOCATED AT 6 BEACON STREET, BOSTON, MA 02108. BPA IS A REGISTERED INVESTMENT ADVISER SERVING PRIMARILY INDIVIDUALS, FAMILIES, AND TRUSTS. MY POSITION IS VICE PRESIDENT. I AM NOT AN EMPLOYEE OF BPA, BUT AM COMPENSATED FOR SERVICES. I DEVOTE APPROXIMATELY 90 HOURS PER MONTH, MOST OF WHICH OCCURS DURING SECURITIES TRADING HOURS. MY DUTIES INCLUDE MANAGING SELECTED CLIENT RELATIONSHIPS AND PROVIDING INVESTMENT ADVICE TO CLIENTS. MY DUTIES ALSO INCLUDE INVESTMENT RESEARCH WITH A FOCUS ON INDIVIDUAL STOCKS AS WELL AS ASSISTANCE WITH VARIOUS BACK-OFFICE FUNCTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-06 |
Reach out to this advisor