This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOSTON FAMILY ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 16, 2020

First registration

Mar 17, 2020

Dual registered

no

Other names

Stew Curry

IAPD individual key

7201028

• Occurred

  Jul 26, 2024
  Advisor changed firm

  Eric Daniel Curry left Svb Wealth for Boston Family Advisors Llc (registered 2025-02-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6469e45a-ce75-c7e4-9bf9-84b31c1556ff

First observed

Mar 17, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.