Michael J. Dorsey

BOSTON FAMILY OFFICE LLC

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 5179095

Professional summary

Michael Joseph Dorsey JR., CFP®, who also goes by Michael J Dorsey, Michael Dorsey, is a registered financial advisor currently at BOSTON FAMILY OFFICE LLC located in Boston, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 4 firms and has passed the Series 63, Series 65, Series 31, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J Dorsey | Michael Dorsey

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.

1.Name of Business : 114 Milton St LLC Address: Dorchester, MA Nature of the Business: Rental Real Estate Position/Title: Rental Real Estate Investment Related:Yes Start Date: 09/01/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Dorsey JR.'s CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

September 29, 2020 - Present

BOSTON FAMILY OFFICE LLC

Office #1: 20 Custom House Street Suite 700, Boston, MA 02110

RIA

CRD#: 107141

BOSTON, MA

Past

October 27, 2017 - August 25, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BOSTON, MA

Past

October 11, 2017 - August 21, 2020

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

BOSTON, MA

Past

April 17, 2012 - August 14, 2017

BOSTON ADVISORS, LLC

RIA

CRD#: 140059

BOSTON, 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".

BOSTON FAMILY OFFICE LLC

CRD#: 107141 / SEC#: 801-52883

RIA

Registered Investment Advisory firm - (9/17/1996 Approved)

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
(9/29/2020)

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

Series 63

Date: 11/30/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/12/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 10/19/2018

Futures Managed Funds Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2017

General Securities Representative Examination

Current Firm

BOSTON FAMILY OFFICE LLC

CRD#: 107141 / SEC#: 801-52883

RIA

Registered Investment Advisory firm - (9/17/1996 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

20 Custom House Street Suite 700, Boston, MA 02110

Mailing Address

Phone number

(617) 624-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOSTON FAMILY OFFICE LLC (10/16/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 1,867,764,337

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
09/06/2024	Cover Page	Report
08/15/2023	Cover Page	Report
10/25/2022	Cover Page	Report

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Dorsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Dorsey JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

BOSTON ADVISORS, LLC

Primary Firm SEC Registration

BOSTON FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/30/2017

Series 65

Date: 4/12/2012

Series 31

Date: 10/19/2018

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2017

Current Firm

BOSTON FAMILY OFFICE LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BOSTON FAMILY OFFICE LLC

TRUST BUT VERIFY

Similar Advisors