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Robert Tomlinson Lutts

CABOT WEALTH MANAGEMENT·SALEM, Massachusetts
Clean recordCABOT WEALTH MANAGEMENT
216 ESSEX STREET, SALEM, MA 01970CRD# 2349829Firm CRD# 107327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Tomlinson Lutts · SALEM, MA
Registration
CRD #2349829 · CABOT WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Tomlinson Lutts 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
Introduction

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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# 2349829
Firm CRD# 107327
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Tomlinson Lutts offer?
Robert Tomlinson Lutts specializes in Financial Planning, Investment Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Robert Tomlinson Lutts's credentials?
Robert Tomlinson Lutts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Tomlinson Lutts located?
Robert Tomlinson Lutts is based in SALEM, Massachusetts, working with CABOT WEALTH MANAGEMENT. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Robert Tomlinson Lutts charge for services?
Robert Tomlinson Lutts'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

James Michael Gasparello
SALEM, MA
Craig Edward Goryl
SALEM, MA
Gregory A Stevens
SALEM, MA
Sonia Lynn Ernst
SALEM, MA
Thomas Christopher Vautin
SALEM, MA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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