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RG

Richard M. Gilman

Some features on this profile are disabled
CRD#: 2476340
RG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Michael Gilman, CFP® was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1994. Richard had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Past

January 29, 2016 - November 18, 2019

BOSTONPREMIER WEALTH

RIA
CRD#: 282268
HANOVER, MA
Past

April 9, 2012 - June 13, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
MIDDLETON, MA
Past

March 29, 2012 - June 13, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
MIDDLETON, MA
Past

January 28, 2010 - March 29, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WATERTOWN, MA
Past

January 19, 2010 - March 29, 2012

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WATERTOWN, MA
Past

May 15, 2006 - January 25, 2010

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
ROCKLAND, MA
Past

April 26, 2006 - January 25, 2010

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
ROCKLAND, MA
Past

December 10, 1999 - April 27, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 10, 1999 - April 27, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 26, 1998 - December 9, 1999

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

April 22, 1994 - March 6, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 22, 1994 - March 6, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BOSTONPREMIER WEALTH
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (7/24/2024 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/25/2003
General Securities Principal Examination

Current Firm

BW
BOSTONPREMIER WEALTH
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (7/24/2024 Terminated)
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Contact information

Main Address
51 Mill Street Suite 1, Hanover, MA 02339
Mailing Address
Phone number
(617) 934-1100
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,604
AUM (Assets Under Management)$ 525,185,587

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOSTONPREMIER WEALTH

CRD#: 282268

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