Cottage Street Advisors
Cottage Street Advisors (CRD# 173487) is a financial advisory firm headquartered in Marion, MA. They manage $237,945,313 in 127 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management238MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$1,873,585
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, NH, TX, VT
Financial Advisors at Cottage Street Advisors
1
Michael Davis (CRD# 2577860) is an Investment Advisor Representative working at Cottage Street Advisors in Marion, MA and has over 29 years of experience in the finance industry.
2
Jason Haviland (CRD# 2823314) is an Investment Advisor Representative working at Cottage Street Advisors in Nashua, NH and has over 27 years of experience in the finance industry.
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