East Coast Asset Management, LLC

East Coast Asset Management, LLC (CRD# 147910) is a financial advisory firm headquartered in Essex, MA. They manage $653,161,259 in 1,001 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    653
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $652,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, CO, CT, DE, FL, MA, ME, NH, NY, VT

Financial Advisors at East Coast Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin S. Favazza
CRD#: 2172908
Essex, MA
96
Wealthminder
score

Benjamin Favazza (CRD# 2172908) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 26 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.

2
David W. Lemons
CRD#: 2186961
16 Martin Street, P.o. Box 566, Essex, MA 01929
96
Wealthminder
score

David Lemons (CRD# 2186961) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 26 years of experience in the finance industry.

3
Christopher M. Begg
CRD#: 4688183
16 Martin Street, Essex, MA 01929
90
Wealthminder
score

Christopher Begg (CRD# 4688183) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has 1 year of experience in the finance industry.

4
Michael M. Connolly
CRD#: 6372128
16 Martin Street, P.o. Box 566, Essex, MA 01929
90
Wealthminder
score

Michael Connolly (CRD# 6372128) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 3 years of experience in the finance industry.

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