Alexander
Castrichini

Cabot Wealth Management

CRD#5986242
Investment Advisor
in Salem, MA

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About this Advisor

Alexander Castrichini is a financial advisor based in Salem, Massachusetts, working with Cabot Wealth Management. Alexander has previously held positions at Blackrock, Blackrock Investments, LLC, Fidelity Investments, and Triad Advisors. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Alexander is part of Cabot Wealth Management, which operates out of Salem, Massachusetts. The firm has 17 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cabot Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

216 Essex Street
Salem, MA 01970

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Cabot Wealth Management Brokerage Details

Total Assets Under Management

$1,006,895,386

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

1,736

MA Average: 4,567
Average Account Size

$580,009

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alexander Castrichini Work History

2020 - Present (4 years)

Triad Advisors

2017 - 2020 (3 years)

Blackrock

2017 - 2020 (3 years)

Blackrock Investments, LLC

2013 - 2017 (4 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Alexander Castrichini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cabot Wealth Management

Tyler Swaim
Salem, MA
Thomas Vautin
Salem, MA
Craig Goryl
Salem, MA
Gregory Stevens
Salem, MA
James Gasparello
Salem, MA
Robert Lutts
Salem, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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