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RB

Raven M. Brockriede

TRILLIUM ASSET MANAGEMENT
BOSTON, MA 02114
Some features on this profile are disabled
CRD#: 6233211
RB
Raven Montana BrockriedeTRILLIUM ASSET MANAGEMENT

Professional summary

Raven Montana Brockriede, who also goes by Raven M Brockriede, Raven Montana Brockriede, is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.

Raven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Raven has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Raven M Brockriede | Raven Montana Brockriede

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.
*341026 - Freelance Writing; Investment related: No; Boston, Massachusetts; Freelance Writing; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 5; Writing & Editing *387389 - Cozy Raven; Investment related - No; Boston, MA; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 30; creating handmade crafts and selling them online. *569620- Poshmark; Investment related -No; Redwood City, California; Thrifting/ reselling my own clothing, bags, shoes, etc.; poshmark closet holder (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 2; Thrifting *570495 - Etsy; Investment related: No; Brooklyn, New York; Art/Culture; Ecommerce Store holder (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 5; Selling my own created crafts and digital products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raven Montana Brockriede'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

July 21, 2026 - Present

TRILLIUM ASSET MANAGEMENT

Office #1: One Congress Street Suite 3101, Boston, MA 02114
RIA
CRD#: 110901
BOSTON, MA
Past

August 7, 2017 - March 4, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Boston, MA
Past

August 7, 2017 - March 4, 2026

MORGAN STANLEY

BD
CRD#: 149777
Boston, MA
Past

March 18, 2015 - June 27, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEWTON, MA
Past

June 10, 2014 - June 27, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEWTON, 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".
TA
TRILLIUM ASSET MANAGEMENT
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA
Registered Investment Advisory firm - (12/3/1982 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
(7/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/10/2014
General Securities Representative Examination

Current Firm

TA
TRILLIUM ASSET MANAGEMENT
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA
Registered Investment Advisory firm - (12/3/1982 Approved)
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Contact information

Main Address
One Congress Street Suite 3101, Boston, MA 02114
Mailing Address
Phone number
(617) 423-6655
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRILLIUM ASSET MANAGEMENT BROCHURE 2A 03.28.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,149
AUM (Assets Under Management)$ 5,012,664,360

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/03/2025
Cover Page
Report
02/26/2025
Cover Page
Report
08/21/2023
Cover Page
Report
02/28/2023
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.

Company Information

TRILLIUM ASSET MANAGEMENT

CRD#: 110901Boston, MA 02114

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