Alisa Kim O'Neil
Director Of Estate & Financial Planning, MemberBoston Financial Management LLCCRD 7063608
About Alisa Kim O'Neil
Alisa Kim O'Neil is listed as Director Of Estate & Financial Planning, Member at Boston Financial Management LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Boston Financial Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alisa Kim O'Neil work?
Alisa Kim O'Neil is listed as Director Of Estate & Financial Planning, Member at Boston Financial Management LLC on SEC Form ADV.
How much of Boston Financial Management LLC does Alisa Kim O'Neil own?
Form ADV reports a beneficial ownership band of Under 5%.
Boston Financial Management LLC
| Title | Director Of Estate & Financial Planning, Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |