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Belinda Maria Cavazos

BOSTON TRUST INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts
Clean recordBOSTON TRUST INVESTMENT MANAGEMENT, INC.
ONE BEACON STREET, BOSTON, MA 02108-3116CRD# 3036543Firm CRD# 111266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Belinda Maria Cavazos · BOSTON, MA
Registration
CRD #3036543 · BOSTON TRUST INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Belinda Maria Cavazos is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BOSTON TRUST INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
BOSTON TRUST WALDEN INC.
BOSTON TRUST WALDEN INC.
AUM
$4.8B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at BOSTON TRUST WALDEN INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3036543
Firm CRD# 111266
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Belinda Maria Cavazos offer?
Belinda Maria Cavazos specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Belinda Maria Cavazos's credentials?
Belinda Maria Cavazos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Belinda Maria Cavazos located?
Belinda Maria Cavazos is based in BOSTON, Massachusetts, working with BOSTON TRUST INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Belinda Maria Cavazos charge for services?
Belinda Maria Cavazos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON TRUST INVESTMENT MANAGEMENT, INC.?
BOSTON TRUST INVESTMENT MANAGEMENT, INC. has approximately 32 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Amy Crandall Kaser
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Jennifer Ann Ellis
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Russell Thomas Gentry
BOSTON, MA
Stephen James Amyouny
BOSTON, MA

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Research
Advisor Fees in MassachusettsNational Fee Analysis
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