Unclaimed Profile

Stephen Sachetta

SACHETTA, LLC·LYNNFIELD, Massachusetts

Clean recordSACHETTA, LLC

600 MARKET STREET, LYNNFIELD, MA 01940CRD# 5451386Firm CRD# 145713

Profile Verification

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

Identity

Stephen Sachetta · LYNNFIELD, MA

Registration

CRD #5451386 · SACHETTA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SACHETTA, LLC

AUM

$720M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SACHETTA, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5451386

Firm CRD# 145713

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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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