Brian Michael Bond

Employer firm

Leverage Financial Advisory CRD 299507

$17.3M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → Present
  Leverage Financial Advisory, Llc
  Wilmington, MA
• 01/2017 → 05/2022
  Boston University
  Boston, MA
• 12/2012 → 03/2021
  Sage Hospitality - Hotel Commonwealth
  Boston, MA

Other Businesses

Mr. Bond owns and manages a residential real estate rental property. He spends approximately two to ten hours per month on this activity. Mr. Bond is on the Board of Trustees at this rental property for the Lowell House Condominium Trust, 301-303 Lowell Street, Somerville, Massachusetts 02145. This is a non-compensated voluntary role that involves one meeting per month for approximately two hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-23

Designations

• Certified Financial Planner