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Shannon Theriault Cabot

ALTAROCK PARTNERS, LLC·BEVERLY, Massachusetts
Clean recordALTAROCK PARTNERS, LLC
100 CUMMINGS CENTER STE 435P, BEVERLY, MA 01915CRD# 6412767Firm CRD# 161005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Theriault Cabot · BEVERLY, MA
Registration
CRD #6412767 · ALTAROCK PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shannon Theriault Cabot is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with ALTAROCK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALTAROCK PARTNERS LP
ALTAROCK PARTNERS LP
AUM
$4.6B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ALTAROCK PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6412767
Firm CRD# 161005
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shannon Theriault Cabot offer?
Shannon Theriault Cabot specializes in Retirement Planning. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Shannon Theriault Cabot's credentials?
Shannon Theriault Cabot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Theriault Cabot located?
Shannon Theriault Cabot is based in BEVERLY, Massachusetts, working with ALTAROCK PARTNERS, LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Shannon Theriault Cabot charge for services?
Shannon Theriault Cabot's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTAROCK PARTNERS, LLC?
ALTAROCK PARTNERS, LLC has approximately 8 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTAROCK PARTNERS, LLC

Mark Thomas Massey
BEVERLY, MA
Jacob Yahya Abdolmohammadi
BEVERLY, MA
Kevin Francis Mcdonald
BEVERLY, MA
Scott Douglas Bradford
BEVERLY, MA

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Research
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