Francis P. Boland

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CRD#: 25107

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.

Francis Patrick Boland JR, who also goes by Francis Partick Boland Jr, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1969. Francis had worked at 10 firms and has passed the Series 65, Series 63, PC and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Francis Partick Boland Jr

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®

None

Experience

Past

March 12, 2008 - November 24, 2023

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 109767

NORWELL, MA

Past

February 21, 2006 - April 12, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 7, 1998 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

September 1, 1997 - March 1, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

January 7, 1991 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

May 24, 1984 - January 11, 1991

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

May 2, 1978 - June 4, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

CRD#: 7555

Past

February 24, 1978 - June 2, 1978

MORGAN STANLEY DW INC.

CRD#: 7556

Past

July 8, 1974 - February 24, 1978

REYNOLDS SECURITIES, INC.

CRD#: 712

Past

June 6, 1969 - July 26, 1974

CLARK, DODGE & CO., INCORPORATED

CRD#: 161

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".

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. | CONTRAVISORY RESEARCH CORP | CONTRAVISORY RESEARCH & MANAGEMENT CORP.

CRD#: 109767 / SEC#: 801-9168

RIA

Registered Investment Advisory firm - (3/25/1973 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 2/1/1978

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 3/11/1966

Registered Representative Examination

Current Firm

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. | CONTRAVISORY RESEARCH CORP | CONTRAVISORY RESEARCH & MANAGEMENT CORP.

CRD#: 109767 / SEC#: 801-9168

RIA

Registered Investment Advisory firm - (3/25/1973 Approved)

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Contact information

Main Address

120 Longwater Drive Suite 100, Norwell, MA 02061

Mailing Address

Phone number

(781) 740-1786

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CONTRAVISORY ADV2 (A&B) (3/11/2025)

Regulatory assets under management

Total Number of Accounts	589
AUM (Assets Under Management)	$ 628,163,317

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.

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Advisor Monitoring

Firm Stability Insights

Francis P. Boland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

PERSHING LLC

LEHMAN BROTHERS KUHN LOEB INCORPORATED

MORGAN STANLEY DW INC.

REYNOLDS SECURITIES, INC.

CLARK, DODGE & CO., INCORPORATED

Primary Firm SEC Registration

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/1993

Series 63

Date: 10/4/1979

PC

Date: 2/1/1978

Series 1

Date: 3/11/1966

Current Firm

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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