David A. Page

BOSTON HARBOR INVESTMENT MANAGEMENT

Bedford, MA 01730-2729

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CRD#: 6132686

Professional summary

David Alfred Page is a registered financial advisor currently at BOSTON HARBOR INVESTMENT MANAGEMENT located in Bedford, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 1 firm 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.

IAMSCIENTIST,LLC - COO 10 HOURS/MONTH 50% DURING TRADING HOURS, NOT INVESTMENT RELATED ROCK SOLID PRODUCE, LLC - BOARD MEMBER, 5 HOURS/MONTH, 50% DURING TRADING HOURS, NO INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alfred Page'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®

None

Experience

Current

January 2, 2013 - Present

BOSTON HARBOR INVESTMENT MANAGEMENT

Office #1: 110 Great Road Suite 302, Bedford, MA 01730-2729

RIA

CRD#: 165554

Bedford, MA

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
(1/2/2013)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2012

Uniform Investment Adviser Law Examination

Current Firm

BOSTON HARBOR INVESTMENT MANAGEMENT

BOSTON HARBOR INVESTMENT MANAGEMENT | BOSTON HARBOR INVESTMENT MANAGEMENT, LLC

CRD#: 165554 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/2/2013 Approved)

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Contact information

Main Address

110 Great Road Suite 302, Bedford, MA 01730-2729

Mailing Address

Phone number

(978) 290-0816

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 16,529,748

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alfred Page's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON HARBOR INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2012

Current Firm

BOSTON HARBOR INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOSTON HARBOR INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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