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FIRM PROFILE
Overview
TULLY & HOLLAND, INCORPORATED is located at 501 Boylston Street 10th Floor, Boston, MA 02116 and was first established at Boston, Massachusetts in 02/07/1992. After operating for 34 years, TULLY & HOLLAND, INCORPORATED has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TULLY & HOLLAND, INCORPORATED’s clients are individuals and 0% of their clients are high net worth individuals. TULLY & HOLLAND, INCORPORATED has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TULLY & HOLLAND, INCORPORATED are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TULLY & HOLLAND, INCORPORATED‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TULLY & HOLLAND, INCORPORATED. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TULLY & HOLLAND, INCORPORATED Comes From
Understanding the Statistics for TULLY & HOLLAND, INCORPORATED and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
501 Boylston Street 10th Floor, Boston, MA 02116
501 Boylston Street 10th Floor, Boston, MA 02116
Small
(781) 239-2900
Massachusetts since 02/07/1992
Corporation
March
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| TULLY, TIMOTHY WILLIAM | PRESIDENT, CHIEF COMPLIANCE OFFICER AND ANTI-MONEY LAUNDERING COMPLIANCE OFFICER | 2779617 |
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Advisor's working at TULLY & HOLLAND, INCORPORATED
Duncan Robert Sutherland
Gilman Wright Conant III
Anthony Albert Compaglia
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