Sachetta, LLC

Sachetta, LLC (CRD# 145713) is a financial advisory firm headquartered in Lynnfield, MA. They manage $720,240,237 in 1,880 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
600 Market Street, Suite 684, Lynnfield, MA 01940
https://www.linkedin.com/company/sachetta
By the Numbers
  • Total Assets Under Management
    720
    MILLION
  • Total Number of Accounts
    1,880
    ACCOUNTS
  • Average Account Value
    $383,107
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MD, NH, TX

Financial Advisors at Sachetta, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Stephen Ahern, financial advisor Lynnfield MA
Stephen P. Ahern
CRD#: 2926249
600 Market Street, Suite 684, Lynnfield, MA 01940

Stephen Ahern (CRD# 2926249) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 26 years of experience in the finance industry.

2
Michael Callahan, financial advisor Lynnfield MA
Michael J. Callahan
CRD#: 4649835
600 Market Street, Suite 684, Lynnfield, MA 01940

Michael Callahan (CRD# 4649835) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 18 years of experience in the finance industry.

3
Kevin Kenny, financial advisor Baltimore MD
Kevin E. Kenny
CRD#: 2322408
Baltimore, MD

Kevin Kenny (CRD# 2322408) is an Investment Advisor Representative working at Sachetta, LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

4
Eric Sachetta, financial advisor Lynnfield MA
Eric Sachetta
CRD#: 6650376
600 Market Street, Suite 684, Lynnfield, MA 01940

Eric Sachetta (CRD# 6650376) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 6 years of experience in the finance industry.

5
Joseph Sachetta, financial advisor Lynnfield MA
Joseph Sachetta
CRD#: 4866579
600 Market Street, Suite 684, Lynnfield, MA 01940

Joseph Sachetta (CRD# 4866579) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has 1 year of experience in the finance industry.

6
Nicholas Forgione, financial advisor Lynnfield MA
Nicholas Forgione
CRD#: 7841661
600 Market Street, Suite 684, Lynnfield, MA 01940

Nicholas Forgione (CRD# 7841661) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has 1 year of experience in the finance industry.

7
Georgios Liakakis, financial advisor Lynnfield MA
Georgios Liakakis
CRD#: 7222288
600 Market Street, Suite 684, Lynnfield, MA 01940

Georgios Liakakis (CRD# 7222288) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 3 years of experience in the finance industry.

8
Matthew Stead, financial advisor Lynnfield MA
Matthew J. Stead
CRD#: 7175638
600 Market Street, Suite 684, Lynnfield, MA 01940

Matthew Stead (CRD# 7175638) is an Investment Advisor Representative working at Sachetta, LLC in Lynnfield, MA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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