Saurin Makim
Advisor at Forefront
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Saurin Makim is a financial advisor at Forefront with three years of industry experience. He holds a Series 65 designation and previously worked at Baystate Wealth Advisors LLC and Akamai Technologies. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies and asset allocation, utilizing fundamental and cyclical analysis alongside third-party managers, and offers a range of services including discretionary portfolio management and special needs planning.
Client services
Based on Forefront
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Forefront
Business exit / sale strategy
Business ownership considerations
Business succession planning
Cash flow / budgeting
Planning for children with special needs
Fee options
Financial planning fixed fees range from $2,500 to $100,000; Estate planning coordination fixed fees range from $300 to $10,000.
Negotiable blended rate up to 3% annually
Compensation from sale of securities or investment products including asset-based sales charges or service fees from mutual funds sales; specific amounts not stated.
$150 to $1,000 per hour depending on service level and professional.
Location
Newton, MA
Most active in
Saurin M has reported serving >5 clients in these states in the last 12 months.
Illinois · Massachusetts
Work history
Forefront
2026 - Present (1 year)
Baystate Wealth Advisors LLC
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Akamai Technologies
2016 - 2021 (5 years)
Randstad
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Charles L
Series 65
Wayland, MA
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Robert L
Series 65
Arlington, MA
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Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
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