Benjamin Favazza (CRD# 2172908) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 32 years of experience in the finance industry. Benjamin Favazza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| East Coast Asset Management, LLC | Essex, MA | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- MA
- TX
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Total Assets Under Management616MILLIONS
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Total Number of Accounts342ACCOUNTS
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Average Account Value$1,800,253
- A percentage of assets under your management
- Performance-based fees
- 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
CA, CO, DE, FL, MA, ME, NH, NY, TX, VT
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