Gregory
Lavine

Moors & Cabot, Inc

CRD#4679157
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Moors & Cabot, Inc Brokerage Details

Total Assets Under Management

$1,659,489,156

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

163

MA Average: 118
Total Number of Accounts

3,328

MA Average: 4,567
Average Account Size

$498,645

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2015 - Present (5 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.

Financial Advisors at Moors & Cabot, Inc

Phillip Cheney
Norwell, MA
Rafael Hernandez
Boston, MA
David Robbins
Phoenix, AZ
Peter Thorbahn
Norwell, MA
Michael Spartz
Winter Park, FL
Yvonne Shanklin
Crestview, FL
Dominic Tomaro
Naples, FL
David Dettloff
Naples, FL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started