Spencer John Gilmore
Investment Adviser Representative at Boston Standard Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Spencer John Gilmore is an investment adviser representative with Boston Standard Wealth Management, LLC in Winchester, MA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PwC US Tax, LLPSep 2023 – Feb 2026Boston, MA
- Boston Standard Wealth Management, LLCMay 2026 – no end date reportedWinchester, MA
- Squillace & Associates, P.C.Jun 2022 – Jun 2023Boston, MA
- Tetzel Law, LLCMay 2022 – Sep 2022Boston, MA
- Kaufman Dolowich & Voluck, LLPMay 2021 – Aug 2021Orlando, FL
- Dagger Johnston Miller Ogilvie & Hampson, LLCMay 2016 – Aug 2017Lancaster, OH
- Suffolk University Law SchoolAug 2020 – May 2023Boston, MA
- Ohio State UniversityAug 2017 – May 2020Columbus, OH
- Indiana University - BloomingtonAug 2014 – Dec 2016Bloomington, IN
- Ohio UniversityJan 2017 – May 2017Lancaster, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Boston Standard Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $250,0001.15%
- Next $500,0001.00%
- Next $1,000,0000.85%
- Over $1,750,0000.75%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Winchester, MA
- SEC file number:
- 801-81146
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Boston Standard Wealth Management, LLC
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spencer John Gilmore 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.
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