Lee Graham Eudy
Investment adviser representative at Boston Standard Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$647.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Boston Standard Wealth Management, LLCJul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
Boston Standard Wealth Management, LLC
$647.6MAssets managed
393Clients
4Advisers
11 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
- 4673674
- Firm CRD
- 156452