BOSTON SAFE ADVISORS, INC.
CRD #105701 SEC #801-14909 BOSTON, MA 617-722-7446
SEC Registered
Total AUM
$620.2M
Discretionary
$620.2M
Employees
--
Clients
0
Accounts
103
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADLE, KENNETH, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAIN, KATHERINE, MACBETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARDONA, JOHN, CHARLES | I | DIRECTOR | NA | Control |
| CARDONA, JOHN, CHARLES | I | DIRECTOR | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| FLAHIVE, JOHN, FRANCIS | I | PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| JAMISON, RONALD, MICHAEL | I | SECRETARY | NA | |
| KANEFSKY, DAVID, HOWARD | I | CHIEF LEGAL OFFICER,SECRETARY | NA | Control |
| KEBLUSEK, LAWRENCE, PAUL | I | DIRECTOR | NA | Control |
| KEBLUSEK, LAWRENCE, PAUL | I | DIRECTOR | NA | Control |
| MARESCA, WILLIAM, HOWARD | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| MARESCA, WILLIAM, HOWARD | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| MILLARD, MICHAEL, GERARD | I | DIRECTOR | NA | Control |
| MILLARD, MICHAEL, GERARD | I | DIRECTOR | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORALES, JUAN, CARLOS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MOSSMAN, DAVID, KENT | I | DIRECTOR | NA | Control |
| MOSSMAN, DAVID, KENT | I | DIRECTOR | NA | Control |
| MOSSMAN, DAVID, KENT | I | DIRECTOR | NA | Control |
| MOSSMAN, DAVID, KENT | I | DIRECTOR | NA | Control |
| NEILAND, JAMES, ANDREW | I | DIRECTOR | NA | Control |
| NEILAND, JAMES, ANDREW | I | DIRECTOR | NA | Control |
| O'HARA, MARY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| OFFICER, JOHN, DAVID | I | DIRECTOR | NA | Control |
| OFFICER, JOHN, DAVID | I | DIRECTOR | NA | Control |
| PAPADOULIS, IRENE, DESPINA | I | DIRECTOR | NA | Control |
| PAPADOULIS, IRENE, DESPINA | I | DIRECTOR | NA | Control |
| REIS, FRANK, LEO | I | DIRECTOR | NA | Control |
| REIS, FRANK, LEO | I | DIRECTOR | NA | Control |
| SHELDON, CHRISTOPHER, EDWIN | I | DIRECTOR | NA | Control |
| SHELDON, CHRISTOPHER, EDWIN | I | DIRECTOR | NA | Control |
| SHELDON, CHRISTOPHER, EDWIN | I | DIRECTOR | NA | Control |
| SHELDON, CHRISTOPHER, EDWIN | I | DIRECTOR | NA | Control |
| STRUTT, WENDY, HERMACH | I | SENIOR VICE PRESIDENT | NA | Control |
| STRUTT, WENDY, HERMACH | I | CHIEF OPERATING OFFICER | NA | Control |
| YOUNG, JOHN, BRERETON | I | CHAIRMAN AND PRESIDENT | NA | Control |
| YOUNG, JOHN, BRERETON | I | CHAIRMAN AND PRESIDENT | NA | Control |
| DREYFUS SERVICE CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| DREYFUS SERVICE CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| EQUITY (MA) TRUST (EMAT) | DE | OWNER | E | Control |
| EQUITY (MA) TRUST (EMAT) | DE | OWNER | E | Control |
| FIXED INCOME (MA) TRUST (FIMAT) | DE | SOLE MEMBER | E | Control |
| FIXED INCOME (MA) TRUST (FIMAT) | DE | SOLE MEMBER | E | Control |
| MAM (MA) HOLDING TRUST | DE | SOLE MEMBER | E | Control |
| MAM (MA) HOLDING TRUST | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EQUITY (DE) TRUST 1 (EDET1) | DE | EQUITY (MA) TRUST (EMAT) | E | |
| EQUITY (DE) TRUST 1 (EDET1) | DE | EQUITY (MA) TRUST (EMAT) | E | |
| MELLON BANK,N.A. | DE | THE DREYFUS CORPORATION | E | Control |
| MELLON FINANCIAL CORPORATION | DE | FIMAT AND FIDET | E | Control |
| MELLON FINANCIAL CORPORATION | DE | THE DREYFUS CORPORATION | E | Control |
| MELLON FINANCIAL CORPORATION | DE | FIMAT AND FIDET | E | Control |
| MELLON FINANCIAL CORPORATION | DE | MAM (MA) HOLDING TRUST & MAM (DE) TRUST | E | Control |
| MELLON FINANCIAL CORPORATION | DE | MELLON TRUST OF NEW ENGLAND, N.A. | E | Control |
| MELLON FINANCIAL CORPORATION | DE | MELLON TRUST OF NEW ENGLAND, N.A. | E | Control |
| MELLON FINANCIAL CORPORATION | DE | MELLON BANK, N.A. | E | Control |
| MELLON TRUST OF NEW ENGLAND, N.A. | DE | EQUITY (DE) TRUST 1 (EDET1) AND EQUITY (DE) TRUST 2 (EDET2) | E | Control |
| MELLON TRUST OF NEW ENGLAND, N.A. | DE | EQUITY (DE) TRUST 1 (EDET1) AND EQUITY (DE) TRUST 2 (EDET2) | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | MAM(MA)HOLDING TRUST & MAM (DE) TRUST | E | Control |
| THE DREYFUS CORPORATION | DE | DREYFUS SERVICE CORPORATION | E | Control |
| THE DREYFUS CORPORATION | DE | DREYFUS SERVICE CORPORATION | E | Control |
| FIXED INCOME (DE) TRUST (FIDET) | DE | FIXED INCOME (MA) TRUST (FIMAT) | C | |
| FIXED INCOME (DE) TRUST (FIDET) | DE | FIXED INCOME (MA) TRUST (FIMAT) | C | |
| MAM (DE) TRUST | DE | MAM (MA) HOLDING TRUST | C | |
| MAM (DE) TRUST | DE | MAM (MA) HOLDING TRUST | C |
Registrations
Federal
IA
Jun 13, 2005 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
ONE BOSTON PLACEBOSTON, MA 2108
USA
Phone: 617-722-7446