Romahlo I. Wilson

BOSTON FAMILY OFFICE LLC

BOSTON, MA 02110

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CRD#: 5475976

Professional summary

Romahlo Ivan Wilson, who also goes by Rom Wilson, is a registered financial advisor currently at BOSTON FAMILY OFFICE LLC located in Boston, Massachusetts.

Romahlo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Romahlo has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rom Wilson

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) - RIA

Click below to view Romahlo Ivan Wilson'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®

None

Experience

Current

November 5, 2025 - Present

BOSTON FAMILY OFFICE LLC

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

RIA

CRD#: 107141

BOSTON, MA

Past

May 17, 2019 - October 29, 2025

ACM CAPITAL MANAGEMENT, LLC

RIA

CRD#: 301157

BOSTON, MA

Past

November 6, 2012 - December 11, 2014

PARNASSUS FUNDS DISTRIBUTOR, LLC

CRD#: 15883

PORTLAND, ME

Past

February 25, 2008 - April 23, 2009

HOULIHAN LOKEY CAPITAL, INC.

CRD#: 17708

NEW YORK, NY

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
(11/5/2025)

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 66

Date: 5/7/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/21/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/11/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2012

General Securities Representative Examination

Current Firm

BOSTON FAMILY OFFICE LLC

CRD#: 107141 / SEC#: 801-52883

RIA

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

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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.

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Advisor Monitoring

Firm Stability Insights

Romahlo I. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Romahlo Ivan Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACM CAPITAL MANAGEMENT, LLC

PARNASSUS FUNDS DISTRIBUTOR, LLC

HOULIHAN LOKEY CAPITAL, INC.

Primary Firm SEC Registration

BOSTON FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2012

Series 63

Date: 3/21/2008

SIE

Date: 12/11/2014

Series 7

Date: 11/5/2012

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

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