Thomas Vautin, financial advisor Salem MA

Thomas Vautin

CRD Number: 5155570
Current Firm: Cabot Wealth Management

Thomas Vautin (CRD# 5155570) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has 1 year of experience in the finance industry. Thomas Vautin 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.

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Professional Designations
Company Name Location Dates Years
Cabot Money Management, Inc. Salem, MA Jan 2011 - Current 10

Thomas Vautin has no recent exams reported.
Contact Info for Thomas C. Vautin
Phone Number: 978-745-9233
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    760
    MILLIONS
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $457,445
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DE, FL, GA, IL, IN, LA, MA, ME, MN, NC, NE, NH, NJ, NY, OH, PA, TX, VA, VT, WI

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