Mark D. Stiles

BOSTONPREMIER WEALTH

MARSHFIELD, MA 02050

CRD#: 8065879

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Professional summary

Mark D Stiles is a registered financial advisor currently at BOSTONPREMIER WEALTH located in Marshfield, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mark has worked at 1 firm .

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 Mark D Stiles'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

March 25, 2026 - Present

BOSTONPREMIER WEALTH

Office #1: 892 Plain Street Suite 3a, Marshfield, MA 02050

RIA

CRD#: 282268

MARSHFIELD, 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".

BOSTONPREMIER WEALTH

BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA

Registered Investment Advisory firm - (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (7/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/25/2026)

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

Current Firm

BOSTONPREMIER WEALTH

BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA

Registered Investment Advisory firm - (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (7/24/2024 Terminated)

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Contact information

Main Address

51 Mill Street Suite 1, Hanover, MA 02339

Mailing Address

Phone number

(617) 934-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	1,604
AUM (Assets Under Management)	$ 525,185,587

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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Mark D. Stiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark D Stiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTONPREMIER WEALTH

Primary Firm SEC Registration

BOSTONPREMIER WEALTH

State Registrations and Notice Filings

Exams

Current Firm

BOSTONPREMIER WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOSTONPREMIER WEALTH

TRUST BUT VERIFY

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