Gregory
Lavine

Moors & Cabot, Inc

CRD#4679157
Investment Advisor
in Boston, MA
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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

Series 66, Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

One Federal Street 19Th Floor
Boston, MA 02110

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Moors & Cabot, Inc Brokerage Details

Total Assets Under Management

$1,462,151,382

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

176

MA Average: 118
Total Number of Accounts

3,156

MA Average: 4,567
Average Account Size

$463,293

MA Average: $3,506,186

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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.

2015 - Present (4 years)

Moors Cabot

2010 - 2015 (5 years)

Altfest Personal Wealth

2008 - 2010 (2 years)

Boston Private Banking

Disclosures

Gregory Lavine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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