Unclaimed Profile

Benjamin Crocker Lovell

ZEVIN ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Series 2, Series 63, Series 65Clean record23 years registeredZEVIN ASSET MANAGEMENT, LLC

2 OLIVER STREET, BOSTON, MA 02109CRD# 1685416Firm CRD# 165269

Profile Verification

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

Identity

Benjamin Crocker Lovell · BOSTON, MA

Registration

CRD #1685416 · ZEVIN ASSET MANAGEMENT, LLC · 23 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 2012 – Feb 2019

BOSTON, MA

BOSTON FAMILY OFFICE LLC

Jan 2004 – Dec 2011

BOSTON, MA

BENJAMIN LOVELL INC.

Jan 2003 – Dec 2004

YORK, ME

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

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

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

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

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Benjamin Crocker Lovell offer?

Benjamin Crocker Lovell specializes in Financial Planning, Investment Management, Wealth Management.

What are Benjamin Crocker Lovell's credentials?

Benjamin Crocker Lovell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Crocker Lovell located?

Benjamin Crocker Lovell is based in BOSTON, Massachusetts, last registered with ZEVIN ASSET MANAGEMENT, LLC.

How does Benjamin Crocker Lovell charge for services?

Benjamin Crocker Lovell'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →