Zevin Asset Management, LLC

Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $554,392,586 in 746 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $743,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, IL, MA, MD, ME, NH, NY, TX, VT, WA

Financial Advisors at Zevin Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin C. Lovell
CRD#: 1685416
11 Beacon Street, Suite 1125, Boston, MA 02108
96
Wealthminder
score

Benjamin Lovell (CRD# 1685416) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 30 years of experience in the finance industry.

2
Emily M. Demasi
CRD#: 4978073
11 Beacon Street, Suite 1125, Boston, MA 02108
93
Wealthminder
score

Emily Demasi (CRD# 4978073) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 11 years of experience in the finance industry.

3
Steven A. Dray
CRD#: 2963066
11 Beacon Street, Suite 1125, Boston, MA 02108
90
Wealthminder
score

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.

4
Amber L. Fairbanks
CRD#: 6011307
11 Beacon Street, Suite 1125, Boston, MA 02108
90
Wealthminder
score

Amber Fairbanks (CRD# 6011307) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Robert B. Zevin
CRD#: 4367618
11 Beacon Street, Suite 1125, Boston, MA 02108
87
Wealthminder
score

Robert Zevin (CRD# 4367618) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

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