East Coast Asset Management, LLC

East Coast Asset Management, LLC (CRD# 147910) is a financial advisory firm headquartered in Essex, MA. They manage $498,461,096 in 319 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    498
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $1,562,574
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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, DE, FL, MA, ME, NH, NY, VT

Financial Advisors at East Coast Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher M. Begg
CRD#: 4688183
16 Martin Street, Essex, MA 01929

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.

2
Michael M. Connolly
CRD#: 6372128
16 Martin Street, P.o. Box 566, Essex, MA 01929

Michael Connolly (CRD# 6372128) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 6 years of experience in the finance industry.

3
James R. Crockett
CRD#: 6900102
16 Martin Street, Essex, MA 01929

James Crockett (CRD# 6900102) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 2 years of experience in the finance industry.

4
Benjamin S. Favazza
CRD#: 2172908
Essex, MA

Benjamin Favazza (CRD# 2172908) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 29 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.

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