{
  "crd_number": 129532,
  "slug": "gregory-m-doherty-cpa-dedham-ma-129532",
  "primary_business_name": "GREGORY M DOHERTY, CPA",
  "legal_name": "DEDHAM BUSINESS SERVICES ASSOCIATES",
  "dbas": [],
  "city": "Dedham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1998-12-10",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 66727662.0,
  "raum_discretionary": 66727662.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 66727662.0,
      "count": 126
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129532",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "DEDHAM",
  "url": "https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532",
  "display_name": "Gregory M Doherty, CPA",
  "summary": "Gregory M Doherty, CPA is a state-registered investment advisory firm in Dedham, MA, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Gregory M Doherty, CPA (CRD 129532): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gregory M Doherty, CPA compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gregory M Doherty, CPA reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gregory M Doherty, CPA located?",
      "a": "Gregory M Doherty, CPA's principal office is in Dedham, MA, according to its Form ADV."
    },
    {
      "q": "Is Gregory M Doherty, CPA registered with the SEC or a state?",
      "a": "Gregory M Doherty, CPA is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 129532."
    },
    {
      "q": "How much does Gregory M Doherty, CPA manage?",
      "a": "Gregory M Doherty, CPA reports $66,727,662 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gregory M Doherty, CPA serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126)."
    },
    {
      "q": "Does Gregory M Doherty, CPA report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129532"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 126,
      "fewer_than_5": false,
      "raum": 66727662.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129532",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}