JL
John E. Levangie
ANCHOR CAPITAL ADVISORS LLC
BOSTON, MA 02110-4104
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CRD#: 5987402
JL
Professional summary
John Edward Levangie is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 name of the other business; John LeVangie, Trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust ?whether the business is investment-related; ?the address of the other business; 30 Canavan Drive, Braintree, MA 02184 ?the nature of the other business; trustee services ?your position; trustee ?title, or relationship with the other business; trustee ?the start date of your relationship; 04/18/2017 ?the approximate number of hours/month you devote to the other business; 5 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; invest trust assets file trust tax returns
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Levangie's 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®
NoneExperience
Current
March 25, 2025 - Present
ANCHOR CAPITAL ADVISORS LLC
Office #1: Two International Place Suite 2110, Boston, MA 02110-4104RIA
CRD#: 105540
BOSTON, MA
Past
June 6, 2022 - January 7, 2025
WEDMONT PRIVATE CAPITAL
RIA
CRD#: 305815
Braintree, MA
Past
June 8, 2021 - May 27, 2022
DARROW WEALTH MANAGEMENT
RIA
CRD#: 105679
CONCORD, MA
Past
October 4, 2018 - May 28, 2021
GW & WADE, LLC
RIA
CRD#: 105394
WELLESLEY, MA
Past
November 14, 2011 - May 28, 2021
GW & WADE ASSET MANAGEMENT COMPANY, LLC
BD
CRD#: 25745
WELLESLEY, MA
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".
AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
RIA
Registered Investment Advisory firm - (5/12/1983 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(3/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
RIA
Registered Investment Advisory firm - (5/12/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Two International Place Suite 2110, Boston, MA 02110-4104
Mailing Address
Phone number
(617) 338-3800
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,840 |
| AUM (Assets Under Management) | $ 2,434,135,739 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 07/08/2024 | ||
| 07/24/2023 | ||
| 11/03/2022 |
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.
Company Information
ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540Boston, MA 02110-4104TRUST BUT VERIFY
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