Anchor Capital Advisors LLC

Anchor Capital Advisors LLC (CRD# 105540) is a financial advisory firm headquartered in Boston, MA. They manage $8,768,300,038 in 25,970 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,768
    MILLION
  • Total Number of Accounts
    25,970
    ACCOUNTS
  • Average Account Value
    $337,632
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, 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

Financial Advisors at Anchor Capital Advisors LLC
Showing 1 - 10 of 16 top financial advisors.
1
Stephen Mead
CRD#: 2187549
One Post Office Square, Boston, MA 02109
96
Wealthminder
score

Stephen Mead (CRD# 2187549) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 26 years of experience in the finance industry.

2
Michael K. Serchen
CRD#: 1140294
One Post Office Square, Boston, MA 02109
96
Wealthminder
score

Michael Serchen (CRD# 1140294) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 34 years of experience in the finance industry. Michael Serchen 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.

3
Stephen J. Cavagnaro
CRD#: 5828536
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Stephen Cavagnaro (CRD# 5828536) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 7 years of experience in the finance industry.

4
Jeffrey L. Deaner
CRD#: 2133887
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jeffrey Deaner (CRD# 2133887) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 26 years of experience in the finance industry.

5
Daniel A. Doucette
CRD#: 4529606
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Daniel Doucette (CRD# 4529606) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 15 years of experience in the finance industry.

6
Jean A. Fidone-Schroer
CRD#: 1287579
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jean Fidone-Schroer (CRD# 1287579) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry.

7
Georgy A. Grigoriyants
CRD#: 4573745
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Georgy Grigoriyants (CRD# 4573745) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 15 years of experience in the finance industry.

8
William J. Hickey
CRD#: 1626831
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

William Hickey (CRD# 1626831) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 26 years of experience in the finance industry.

9
Jack R. Kulpa
CRD#: 2587164
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jack Kulpa (CRD# 2587164) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 22 years of experience in the finance industry.

10
Michael C. Pierre
CRD#: 2217575
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Michael Pierre (CRD# 2217575) is an Investment Advisor Representative working at Anchor Capital Advisors LLC in Boston, MA and has over 26 years of experience in the finance industry.

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