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PROCTOR FINANCIAL

SHERBORN, MA · CRD 122021 · IAPD ↗ · proctorfinancial.com · 781-235-0405

$382.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PROCTOR FINANCIAL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.