Moors & Cabot, Inc
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About this Advisor
Gregory Lavine is a certified financial planner and chartered financial analyst who works in Boston, Massachusetts, who has been in the industry for 10 years. Lavine is an employee of Moors & Cabot, Inc. Their career trajectory has included roles at Boston Private Banking, Altfest Personal Wealth and Moors Cabot. Lavine maintains Series 66 and Series 63 licenses, which qualify them as a securities agent, and can operate in Texas. Moors & Cabot, Inc is a financial advisory business that has its headquarters in Boston, Massachusetts. The company has offices in 17 locations and a total of 176 employees. It oversees $2 billion in total assets across its 3,156 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 3,156 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Moors & Cabot, Inc has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the financial services provided. However, fee types billed by Moors & Cabot, Inc likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Moors & Cabot, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Lavine Work History
Gregory has 10 years of experience.
Altfest Personal Wealth
Boston Private Banking
Gregory Lavine has no disclosures.
Please visit their SEC profile for more details.