Alexander F. Castrichini

CABOT WEALTH MANAGEMENT

BEVERLY, MA 01915

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CRD#: 5986242

Professional summary

Alexander Francis Castrichini, who also goes by Alex Castrichini, is a registered financial advisor currently at CABOT WEALTH MANAGEMENT located in Beverly, Massachusetts.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexander has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Castrichini

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Francis Castrichini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2021 - Present

CABOT WEALTH MANAGEMENT

Office #1: 48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915

RIA

CRD#: 107327

BEVERLY, MA

Past

March 23, 2020 - February 22, 2021

ONEDIGITAL

RIA

CRD#: 106766

Foxboro, MA

Past

March 11, 2020 - February 22, 2021

TRIAD ADVISORS LLC

CRD#: 25803

Foxboro, MA

Past

September 6, 2017 - March 3, 2020

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

Boston, MA

Past

January 27, 2017 - March 3, 2020

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

BOSTON, MA

Past

April 25, 2013 - January 5, 2017

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

February 22, 2012 - April 10, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

December 16, 2011 - April 9, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CABOT WEALTH MANAGEMENT

CABOT MONEY MANAGEMENT INC | CABOT WEALTH MANAGEMENT

CRD#: 107327 / SEC#: 801-19708

RIA

Registered Investment Advisory firm - (9/16/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/24/2021)

IAR

Texas
(3/3/2021)

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

State Security Law Exam

IAR

Series 66

Date: 8/21/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2011

General Securities Representative Examination

Current Firm

CABOT WEALTH MANAGEMENT

CABOT MONEY MANAGEMENT INC | CABOT WEALTH MANAGEMENT

CRD#: 107327 / SEC#: 801-19708

RIA

Registered Investment Advisory firm - (9/16/1983 Approved)

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Contact information

Main Address

48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915

Mailing Address

Phone number

(978) 745-9233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,748
AUM (Assets Under Management)	$ 1,060,164,023

Accountant 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

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alexander F. Castrichini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Francis Castrichini's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

TRIAD ADVISORS LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CABOT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/15/2011

Current Firm

CABOT WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CABOT WEALTH MANAGEMENT

TRUST BUT VERIFY

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