Michel Boulos is a CFA-designated registered investment advisor, based in Boston, MA, with 12 years of industry experience.
Location
100 Federal St, Boston, MA, 02110
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 1 yr 10 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 10 mos
Putnam Investment Management, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
February 2022 - July 2024 · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
November 2021 - January 2022 · 2 mos
Prudential Investment Management Services LLCBroker
July 2019 - February 2021 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
October 2009 - July 2013 · 3 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
July 2006 - June 2009 · 2 yrs 11 mos
State Registrations51 states
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Exams
No exam information available for this advisor.