Lee G. Eudy
BOSTON STANDARD WEALTH MANAGEMENT
WINCHESTER, MA 01890
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CRD#: 4673674
Professional summary
Lee Graham Eudy, CFP® is a registered financial advisor currently at BOSTON STANDARD WEALTH MANAGEMENT, LLC located in Winchester, Massachusetts.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lee has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lee Graham Eudy's CRS (Customer Relationship Summary).
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®
Start date: 2007
Experience
Current
July 14, 2011 - Present
BOSTON STANDARD WEALTH MANAGEMENT, LLC
Office #1: 31 Church St. # 3, Winchester, MA 01890RIA
CRD#: 156452
WINCHESTER, MA
Past
July 4, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 4, 2003 - June 30, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WINCHESTER, MA
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".
BS
BOSTON STANDARD WEALTH MANAGEMENT, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452 / SEC#: 801-81146
RIA
Registered Investment Advisory firm - (3/26/2015 Approved)California
Registered Investment Advisory firm - (4/26/2015 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (3/27/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (10/9/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/14/2011)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BS
BOSTON STANDARD WEALTH MANAGEMENT, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452 / SEC#: 801-81146
RIA
Registered Investment Advisory firm - (3/26/2015 Approved)California
Registered Investment Advisory firm - (4/26/2015 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (3/27/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (10/9/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 Church St. #3, Winchester, MA 01890
Mailing Address
Phone number
(781) 721-0072
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,614 |
| AUM (Assets Under Management) | $ 549,546,666 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/26/2025 |
Red Flags
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Company Information
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452Winchester, MA 01890TRUST BUT VERIFY
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