Best Investors
Account
Sign in
6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-16 |
| MA | RA | APPROVED | 2023-07-05 |
Branch Locations
29 Maplewood Avenue Suite 3, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 08/2016 | 01/2020 |
| Svb Wealth Llc (Fka Boston Private Wealth Llc) | Boston | MA | 01/2020 | 06/2023 |
| F L Putnam Investment Management Co. | Portsmouth | NH | 06/2023 | Present |
Reach out to this advisor