Caleb Powers (CRD# 4431243) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 22 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Banana Seo | Beverly, MA | Nov 2021 - Current | 2 |
| U.s. Boston Capital Corporation | Lincoln, MA | Oct 2021 - Current | 2 |
| Pear Tree Partners LP | Lincoln, MA | Oct 2021 - Current | 2 |
| Massaro | Boston, MA | Mar 2012 - Current | 12 |
| Mansfield Sales Partners | Andover, MA | Oct 2020 - Sep 2021 | < 1 |
| National Protective Systems, Inc. | Boston, MA | Oct 2018 - Mar 2021 | 2 |
| Achieve Excellence | Boston, MA | Aug 2017 - Sep 2018 | 1 |
| Palladium | Lincoln, MA | Jun 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- MA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$5,300,432
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
MA
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