Moors & Cabot, Inc
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About this Advisor
Gregory Lavine is an investment advisor in Boston, Massachusetts. Currently a registered investment advisor with Moors & Cabot, Inc, Lavine has 11 years of work experience. Lavine has Series 66 and Series 63 licenses, which qualify them as a securities representative. Lavine is able to advise customers based out of Texas. Throughout their career, they have worked at Boston Private Banking, Altfest Personal Wealth and Moors Cabot. Moors & Cabot, Inc is headquartered in Boston, Massachusetts, and operates out of 19 offices in the country. In total, Moors & Cabot, Inc manages $2 billion in assets dispersed across 3,328 accounts and employs more than 163 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 3,100 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Moors & Cabot, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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 12 years of experience.
Altfest Personal Wealth
Boston Private Banking
Gregory Lavine has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Moors & Cabot, Inc
Winter Park, FL