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Stephen Sachetta

SACHETTA, LLC·LYNNFIELD, Massachusetts
Unclaimed Profile
600 MARKET STREET, LYNNFIELD, MA 01940CRD# 5451386Firm CRD# 145713
01

About

Stephen Sachetta is a registered financial advisor based in LYNNFIELD, Massachusetts, affiliated with SACHETTA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SACHETTA, LLC
SACHETTA, LLC
AUM
$720M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at SACHETTA, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5451386
Firm CRD# 145713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Sachetta offer?
Stephen Sachetta specializes in Financial Planning, Investment Management. Contact their office in LYNNFIELD, Massachusetts for a consultation.
What are Stephen Sachetta's credentials?
Stephen Sachetta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Sachetta located?
Stephen Sachetta is based in LYNNFIELD, Massachusetts, working with SACHETTA, LLC. Their office serves clients in the LYNNFIELD metropolitan area and surrounding communities.
How does Stephen Sachetta charge for services?
Stephen Sachetta's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACHETTA, LLC?
SACHETTA, LLC has approximately 26 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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