Zevin Asset Management, LLC
Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $782,975,464 in 614 accounts and serve the financial needs of clients across 17 states (or territories).
Total Assets Under Management783MILLION
Total Number of Accounts614ACCOUNTS
Average Account Value$1,275,204
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NY, OH, PA, TX, VT, WA
Steven Dray (CRD# 2963066) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has 1 year of experience in the finance industry. Steven Dray 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.
Jane Li (CRD# 2928189) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 3 years of experience in the finance industry.