Cameron
Rahbar

Anchor Capital Advisors LLC

CRD#6900416
Investment Advisor
in Boston, MA

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About this Advisor

Cameron Rahbar is a certified financial planner who works in Boston, Massachusetts with 1 year of relevant experience. Rahbar is on the advisory team at Anchor Capital Advisors LLC. During their career, Rahbar has held roles at Boston Private Wealth LLC, Boston Private, Wesleyan University, Twin Focus Capital Partners, LLC and Anchor Capital Advisors LLC. Rahbar can advise clients in Massachusetts. Anchor Capital Advisors LLC is a financial advisory business operating out of Boston, MA. The company has offices in five locations and a total of 48 advisors. It has $3 billion in assets between its 3,647 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 19 charitable organizations. Of its 3,647 accounts, 50% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Anchor Capital Advisors LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. However, fees billed by Anchor Capital Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Two International Place Suite 2110
Boston, MA 02110-4104

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Anchor Capital Advisors LLC Brokerage Details

Total Assets Under Management

$2,684,023,586

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

48

MA Average: 118
Total Number of Accounts

3,647

MA Average: 4,567
Average Account Size

$735,954

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Cameron Rahbar Work History

Cameron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Anchor Capital Advisors LLC

2018 - 2022 (4 years)

Twin Focus Capital Partners, LLC

2017 - 2018 (1 year)

Boston Private Wealth LLC

2015 - 2017 (2 years)

Boston Private

2011 - 2015 (4 years)

Wesleyan University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Rahbar 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 Anchor Capital Advisors LLC

Stephen Cavagnaro
Boston, MA
George Whitmore
Boston, MA
Christopher O'Neill
Boston, MA
Jennifer Desisto
Boston, MA
Alison Goodrich
Boston, MA
Daniel Carr
Boston, MA
Cameron Rahbar
Boston, MA
Georgy Grigoriyants
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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