AdvisorOS Directory
Claim Profile
SC

Shannon Theriault Cabot

ALTAROCK PARTNERS, LLC·BEVERLY, Massachusetts
Unclaimed Profile
100 CUMMINGS CENTER STE 435P, BEVERLY, MA 01915CRD# 6412767Firm CRD# 161005
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY?

Browse all registered financial advisors in BEVERLY, Massachusetts or claim this profile if it's yours.

Browse BEVERLY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEVERLY
Thomas Nicholas Trkla — BROOKWOOD ADVISORS, LLCEric Frank Colandrea — EASTERLY INVESTMENT PARTNERS LLCMichael Charles Kozak — BLUEDOOR PRIVATE WEALTH, LLCMichael Montague — EASTERLY INVESTMENT PARTNERS LLCMichael B. Cosentino — FAMILY FIDUCIARY SERVICES, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile