East Coast Asset Management, LLC

East Coast Asset Management, LLC (CRD# 147910) is a financial advisory firm headquartered in Essex, MA. They manage $484,114,155 in 970 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $499,087
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, FL, MA, ME, NH, NY, VT

Financial Advisors at East Coast Asset Management, LLC
Showing 1 - 9 of 9 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
Michael C. Kozak
CRD#: 4181027
16 Martin Street, Essex, MA 01929
96
Wealthminder
score

Michael Kozak (CRD# 4181027) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 17 years of experience in the finance industry. Michael Kozak 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
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 25 years of experience in the finance industry.

4
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.

5
Christopher J. Bekel
CRD#: 6160590
16 Martin Street, P.o. Box 566, Essex, MA 01929
90
Wealthminder
score

Christopher Bekel (CRD# 6160590) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 4 years of experience in the finance industry.

6
Gary D. Pomerantz
CRD#: 4757495
16 Martin Street, Essex, MA 01929
90
Wealthminder
score

Gary Pomerantz (CRD# 4757495) 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. Gary Pomerantz 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.

7
John C. Slupski
CRD#: 4525266
16 Martin Street, Essex, MA 01929
90
Wealthminder
score

John Slupski (CRD# 4525266) 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. John Slupski 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.

8
Robert B. Murphy
CRD#: 5772740
16 Martin Street, Essex, MA 01929
89
Wealthminder
score

Robert Murphy (CRD# 5772740) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 4 years of experience in the finance industry.

9
Michael M. Connolly
CRD#: 6372128
16 Martin Street, P.o. Box 566, Essex, MA 01929
88
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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