Best Investors Account Sign in
Inactive

Spencer John Gilmore

Boston Standard Wealth Management, LLC

Winchester, MA

Claim This Profile
Current Employers
Boston Standard Wealth Management, Llc

31 Church St. #3, Winchester, MA 01890 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
  • MA RA
    APPROVED
    Since 2026-07-30

Branch Locations

31 Church St. #3, Winchester, MA 01890 • 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
Pwc Us Tax, Llp Boston MA 09/2023 02/2026
Boston Standard Wealth Management, Llc Winchester MA 05/2026 Present
Squillace & Associates, P.C. Boston MA 06/2022 06/2023
Tetzel Law, Llc Boston MA 05/2022 09/2022
Kaufman Dolowich & Voluck, Llp Orlando FL 05/2021 08/2021
Dagger Johnston Miller Ogilvie & Hampson, Llc Lancaster OH 05/2016 08/2017
Suffolk University Law School Boston MA 08/2020 05/2023
Ohio State University Columbus OH 08/2017 05/2020
Indiana University - Bloomington Bloomington IN 08/2014 12/2016
Ohio University Lancaster OH 01/2017 05/2017
  • 09/2023 → 02/2026
    Pwc Us Tax, Llp
    Boston, MA
  • 05/2026 → Present
    Boston Standard Wealth Management, Llc
    Winchester, MA
  • 06/2022 → 06/2023
    Squillace & Associates, P.C.
    Boston, MA
  • 05/2022 → 09/2022
    Tetzel Law, Llc
    Boston, MA
  • 05/2021 → 08/2021
    Kaufman Dolowich & Voluck, Llp
    Orlando, FL
  • 05/2016 → 08/2017
    Dagger Johnston Miller Ogilvie & Hampson, Llc
    Lancaster, OH
  • 08/2020 → 05/2023
    Suffolk University Law School
    Boston, MA
  • 08/2017 → 05/2020
    Ohio State University
    Columbus, OH
  • 08/2014 → 12/2016
    Indiana University - Bloomington
    Bloomington, IN
  • 01/2017 → 05/2017
    Ohio University
    Lancaster, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17

View on SEC IAPD

Other Firms

SHEPHERD FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
CANOPY CAPITAL GROUP
EDWARD JONES
GUIDON GLOBAL LLC
CITIZENS SECURITIES, INC.

Other Investors

STEVEN FRANCIS ST. PIERRE
PAUL ROBERT BOURGEOIS
STEVE LEE KUHLMAN
JAMES ROBERT LISTER
CHRISTOPHER MICHAEL COGLIANO
SAMUEL S SHEPHERD
ANTHONY JOSEPH CIARAMITARO
ROBERT MARK SHEPHERD

Other Offices

SHEPHERD FINANCIAL PARTNERS, LLC · WINCHESTER, MA
LPL FINANCIAL LLC · WINCHESTER, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WINCHESTER, MA
COMMONWEALTH FINANCIAL NETWORK · WINCHESTER, MA
CANOPY CAPITAL GROUP · Winchester, MA
EDWARD JONES · WOBURN, MA
LPL FINANCIAL LLC · WOBURN, MA
GUIDON GLOBAL LLC · WINCHESTER, MA

More in Winchester, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor