Dylan C. Brix

BOSTON FAMILY OFFICE LLC

BOSTON, MA 02110

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CRD#: 6122523

Professional summary

Dylan Chamberlaine Brix is a registered financial advisor currently at BOSTON FAMILY OFFICE LLC located in Boston, Massachusetts.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dylan has worked at 3 firms and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Chamberlaine Brix'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

October 6, 2020 - Present

BOSTON FAMILY OFFICE LLC

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

RIA

CRD#: 107141

BOSTON, MA

Past

July 18, 2017 - September 10, 2020

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 137342

BOSTON, MA

Past

November 27, 2012 - September 19, 2014

ALGONQUIN ADVISORS LLC

RIA

CRD#: 114021

GREENWICH, CT

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
(10/6/2020)

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

IAR

Series 65

Date: 11/26/2012

Uniform Investment Adviser Law 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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Dylan C. Brix

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Chamberlaine Brix's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON FAMILY OFFICE LLC

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

ALGONQUIN ADVISORS LLC

Primary Firm SEC Registration

BOSTON FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/2012

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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