Unclaimed Profile

Amber Lynn Fairbanks

ZEVIN ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Clean record8 years registeredZEVIN ASSET MANAGEMENT, LLC

11 BEACON STREET, BOSTON, MA 02108CRD# 6011307Firm CRD# 165269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amber Lynn Fairbanks · BOSTON, MA

Registration

CRD #6011307 · ZEVIN ASSET MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZEVIN ASSET MANAGEMENT, LLC

ZEVIN ASSET MANAGEMENT, LLC

Oct 2017 – Oct 2018

BOSTON, MA

Registrations & Exams

Registration record

First registered · October 31, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZEVIN ASSET MANAGEMENT, LLC

CRD 165269 · SEC 801-77093

AUM

$788M

Regulatory assets under management

Employees

640 client accounts

Services offered by ZEVIN ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ZEVIN ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Amber Lynn Fairbanks offer?

Amber Lynn Fairbanks specializes in Financial Planning, Investment Management, Wealth Management.

What are Amber Lynn Fairbanks's credentials?

Amber Lynn Fairbanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amber Lynn Fairbanks located?

Amber Lynn Fairbanks is based in BOSTON, Massachusetts, last registered with ZEVIN ASSET MANAGEMENT, LLC.

How does Amber Lynn Fairbanks charge for services?

Amber Lynn Fairbanks's firm is compensated through percentage of aum, hourly charges, other: advisory services to employee trustees. trustees pay zam fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEVIN ASSET MANAGEMENT, LLC?

ZEVIN ASSET MANAGEMENT, LLC has approximately 14 employees and manages $788M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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