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Gregory A Stevens

CABOT WEALTH MANAGEMENT·SALEM, Massachusetts
Series 6, Series 7, Series 63, Series 65Clean record21 years registeredCABOT WEALTH MANAGEMENT
216 ESSEX STREET, SALEM, MA 01970CRD# 2814038Firm CRD# 107327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory A Stevens · SALEM, MA
Registration
CRD #2814038 · CABOT WEALTH MANAGEMENT · 21 years registered
Brand Profile
Not yet started
01

Career History

CABOT WEALTH MANAGEMENT
Aug 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 25, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CABOT WEALTH MANAGEMENT
CRD 107327 · SEC 801-19708
AUM
$1.0B
Regulatory assets under management
Employees
17
1,736 client accounts
Services offered by CABOT WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CABOT WEALTH MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Gregory A Stevens offer?
Gregory A Stevens specializes in Financial Planning, Investment Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Gregory A Stevens's credentials?
Gregory A Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory A Stevens located?
Gregory A Stevens is based in SALEM, Massachusetts, working with CABOT WEALTH MANAGEMENT. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Gregory A Stevens charge for services?
Gregory A Stevens'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 CABOT WEALTH MANAGEMENT?
CABOT WEALTH MANAGEMENT has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CABOT WEALTH MANAGEMENT

Craig Edward Goryl
SALEM, MA
James Michael Gasparello
SALEM, MA
Robert Tomlinson Lutts
SALEM, MA
Thomas Christopher Vautin
SALEM, MA

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Nearby cities in Massachusetts
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Research
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