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).

Current Firm Details
2 Oliver Street, Suite 806, Boston, MA 02109
https://twitter.com/zevinassetmgmt?lang=en
By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $1,275,204
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 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, 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 Dray, financial advisor Boston MA
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 Li, financial advisor Boston MA
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 3 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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