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Gregory A Stevens

CABOT WEALTH MANAGEMENT·SALEM, Massachusetts
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216 ESSEX STREET, SALEM, MA 01970CRD# 2814038Firm CRD# 107327
01

About

Gregory A Stevens is a registered financial advisor based in SALEM, Massachusetts, affiliated with CABOT WEALTH MANAGEMENT. 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
CABOT WEALTH MANAGEMENT
CABOT WEALTH MANAGEMENT
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CABOT WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2814038
Firm CRD# 107327
No disclosures on file
View on FINRA BrokerCheck →

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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 in SALEM
Harry A George — SOLSTICE CAPITAL MANAGEMENT CORPORATIONJohn E Abele — SOLSTICE CAPITAL MANAGEMENT CORPORATIONMichael Scott Finer — FINER WEALTH MANAGEMENT, INC.Robert Tomlinson Lutts — CABOT WEALTH MANAGEMENTHenry Ware Newman — SOLSTICE CAPITAL MANAGEMENT CORPORATION
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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