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Leon Okurowski

Investment Adviser Representative at U. S. BOSTON CAPITAL CORPORATION

Lincoln, MACRD #351799Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
55 yrs
States Registered
13 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaCaliforniaConnecticutFloridaHawaiiMaineMassachusettsNew HampshireNew YorkNorth CarolinaOregonRhode IslandTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/15/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/7/1980
Series 7
General Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 8/23/1984
Series 1
Registered Representative Examination
Passed 3/23/1971
Series 24
General Securities Principal Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 3/7/1972

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1M or portion thereof0.75%
Next $1M or portion thereof0.60%
Next $3M or portion thereof0.55%
Next $5M or portion thereof0.45%
Next $15M or portion thereof0.40%
Next $25M or portion thereof0.25%
Over $50M0.10%
Source

U. S. Boston Capital Corporation Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PEAR TREE ADVISORS, INC.Current
3/24/2002Lincoln, MA
U. S. BOSTON CAPITAL CORPORATION
1/1/20001/2/2003Lincoln, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at U. S. BOSTON CAPITAL CORPORATION

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View U. S. BOSTON CAPITAL CORPORATION firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leon Okurowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Leon Okurowski - Financial Advisor in Lincoln, MA | AdvisorFinder