Gregory
Lavine
Moors & Cabot, Inc
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About this Advisor
Gregory Lavine is a chartered financial analyst based in Boston, Massachusetts with a total of 8 years of industry experience. Lavine currently works for Moors & Cabot, Inc. Over the course of their career, Lavine has held roles at Altfest Personal Wealth and Moors Cabot. Lavine holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is registered to work in Texas. Moors & Cabot, Inc is a registered investment business that has its headquarters in Boston, MA. It has offices in 11 locations and a total of 148 financial advisors. It handles $2 billion in assets under management between its 4,041 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 73 charitable organizations. Of its 4,041 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the type of financial services offered. Fees charged by Moors & Cabot, Inc may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moors & Cabot, Inc Brokerage Details
$2,237,487,715
148
4,041
$553,697
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 been registered as a financial advisor for 8 years.*
Moors Cabot
Altfest Personal Wealth
*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 Gregory Lavine 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 Moors & Cabot, Inc
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Winter Park, FL
Phoenix, AZ
Boston, MA
Winter Park, FL
Boston, MA
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Ithaca, NY
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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