AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Jeremy Distefano

CAPE ANN CAPITAL, INC.·MANCHESTER, Massachusetts
Clean record10 years registeredCAPE ANN CAPITAL, INC.
13 WOODCREST ROAD, MANCHESTER, MA 01944CRD# 5091113Firm CRD# 128942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Distefano · MANCHESTER, MA
Registration
CRD #5091113 · CAPE ANN CAPITAL, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

CAPE ANN CAPITAL, INC.
Mar 2016 – present
02

Registrations & Exams

Registration record
First registered · March 30, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPE ANN CAPITAL, INC.
CRD 128942 · SEC 801-66982
AUM
$187M
Regulatory assets under management
Employees
3
256 client accounts
Services offered by CAPE ANN CAPITAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPE ANN CAPITAL, INC. →
Introduction

Speak with Jeremy

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

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

Looking for a financial advisor in MANCHESTER?

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

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeremy Distefano offer?
Jeremy Distefano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Jeremy Distefano's credentials?
Jeremy Distefano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Distefano located?
Jeremy Distefano is based in MANCHESTER, Massachusetts, working with CAPE ANN CAPITAL, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Jeremy Distefano charge for services?
Jeremy Distefano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPE ANN CAPITAL, INC.?
CAPE ANN CAPITAL, INC. has approximately 3 employees and manages $187M 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 →

Other Advisors at CAPE ANN CAPITAL, INC.

James Ralph Jasinski
MANCHESTER, MA
David Allan Umstead
MANCHESTER, MA

More Advisors in MANCHESTER, Massachusetts

Benjamin James Muchler
BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, MA
Adam David Seitchik
NEW SUMMIT INVESTMENTS LLC·MANCHESTER, MA
Robert Stuart Mckenzie
BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, MA
Daniel Frederick Tortola
BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, MA
Mark Christopher Koontz
NEW GENERATION ADVISORS, LLC·MANCHESTER, MA
Raymond James Stecker
BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile