Steven L. Bokoff
Investment adviser representative at Thames Financial Management
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$315.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Thames Financial ManagementJan 2016 to now
- Goldblatt Bokoff LLCJan 2008 to now
- Cdm Financial Counseling Services, Inc. dba Thames Financial MgtJan 1996 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CT).
Thames Financial Management
Legal name: Cdm Financial Counseling Services, Inc.
$315.4MAssets managed
302Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650243
- Firm CRD
- 126295