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Alisa Kim O'Neil

Director Of Estate & Financial Planning, MemberBoston Financial Management LLCCRD 7063608

About Alisa Kim O'Neil

Alisa Kim O'Neil is listed as Director Of Estate & Financial Planning, Member at Boston Financial Management LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Boston Financial Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alisa Kim O'Neil work?

Alisa Kim O'Neil is listed as Director Of Estate & Financial Planning, Member at Boston Financial Management LLC on SEC Form ADV.

How much of Boston Financial Management LLC does Alisa Kim O'Neil own?

Form ADV reports a beneficial ownership band of Under 5%.

Boston Financial Management LLC

TitleDirector Of Estate & Financial Planning, Member
OwnershipUnder 5%
Control personYes
Since2019
View Boston Financial Management LLC →