Martin
Gavin

Trust Advisory Group LTD

CRD#715844
Investment Advisor
in Reading, MA

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About this Advisor

Martin Gavin is a financial advisor based in Reading, Massachusetts, working with Trust Advisory Group LTD. Martin has previously held positions at Trust Advisory Group LTD, Ages Financial Services, LTD, and Gavin Financial Services. Martin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Martin is part of Trust Advisory Group LTD, which operates out of Reading, Massachusetts. The firm has 40 offices and 43 employees. The firm manages assets totaling $560.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trust Advisory Group LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

123 Haven St Floor 2
Reading, MA 01867

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Trust Advisory Group LTD Brokerage Details

Total Assets Under Management

$560,370,155

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

43

MA Average: 118
Total Number of Accounts

2,056

MA Average: 4,567
Average Account Size

$272,554

MA Average: $3,506,186

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

Martin Gavin Work History

2001 - Present (23 years)

Trust Advisory Group LTD

1985 - Present (39 years)

Ages Financial Services, LTD

1978 - Present (46 years)

Gavin Financial Services

Disclosures

Please visit the SEC profile of Martin Gavin 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 Trust Advisory Group LTD

Samuel Grant
Reading, MA
Lauren Tullos
Haverhill, MA
Alan Druckenmiller
Wilbraham, MA
Peggy Romero
Arlington, MA
Renard Defilippo
Ronkonkoma, NY
Bernard Nugent
South Yarmouth, MA
Andrew Wyman
Chester, NJ
Peter Cahill
Reading, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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