Gregory A Stevens Jr
CFP®Professional Summary
Gregory A Stevens JR, CFP®, who also goes by Gregory Alan Stevens Jr, Gregory Alan Stevens, is a registered financial advisor currently at CABOT WEALTH MANAGEMENT located in Salem, Massachusetts. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Alan Stevens Jr, Gregory Alan Stevens
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
CABOT MONEY MANAGEMENT INC | CABOT WEALTH MANAGEMENT
Contact Information
Main Address
48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915Phone Number
(978) 745-9233# of Employees
16SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,815AUM (Assets Under Management)
$1,217,598,885Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/02/2025 | Cover Page | Report |
| 12/05/2024 | Cover Page | Report |
| 11/20/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CABOT MONEY MANAGEMENT INC | CABOT WEALTH MANAGEMENT
State Registrations and Notice Filings
(8/25/2004)
(8/25/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory A Stevens JR's CRS (Customer Relationship Summary).
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