Zevin Asset Management, LLC

Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $671,504,382 in 632 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    672
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $1,062,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NY, OH, PA, TX, VT, WA

Financial Advisors at Zevin Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven A. Dray
CRD#: 2963066
2 Oliver Street, Suite 806, Boston, MA 02109

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.

2
Jane L. Li
CRD#: 2928189
2 Oliver Street, Suite 806, Boston, MA 02109

Jane Li (CRD# 2928189) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.

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