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Robert Tomlinson Lutts

CABOT WEALTH MANAGEMENT·SALEM, Massachusetts
Series 2, Series 24, Series 6532 years registeredCABOT 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 · 32 years registered
Brand Profile
Not yet started
01

Career History

CABOT WEALTH MANAGEMENT
Apr 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 24
Series 65
Registration record
First registered · April 15, 1994
Years registered · 32
03

Disclosure History

1996Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 →
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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

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

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Research
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