Stephen CavagnaroCRD Number: 5828536
Current Firm: Anchor Capital Advisors LLC
Stephen Cavagnaro (CRD# 5828536) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 11 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Anchor Capital Advisors LLC||Boston, MA||Jan 2013 - Current||9|
|Anchor/russell Capital Advisors LLC||Boston, MA||Feb 2008 - Jan 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management3,415MILLIONS
Total Number of Accounts3,684ACCOUNTS
Average Account Value$927,004
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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