EL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
1 client
Average Client Portfolio
$4.5B average
Assets Under Management
$4.5B
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Advisor Information
Office location
55 Old Bedford Road, Suite 202, Lincoln, MA, 01773-1124
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pear Tree Advisors, INC.
January 2024 - Present · 2 yrs
U. S. Boston Capital Corporation
January 2024 - Present · 2 yrs
U. S. Boston Capital Corporation Broker
January 2024 - Present · 2 yrs
Previous Registrations
Hoopoe Advisors
March 2022 - January 2024 · 1 yr 10 mos
Hoopoe Capital Markets, LLCBroker
March 2022 - January 2024 · 1 yr 10 mos
Foreside Fund Services, LLCBroker
July 2021 - February 2022 · 7 mos
Cantella & Co., INC.
March 2018 - July 2019 · 1 yr 4 mos
Cantella & Co., INC.Broker
March 2018 - July 2019 · 1 yr 4 mos
Commonwealth Financial Network
June 2013 - March 2018 · 4 yrs 9 mos
Commonwealth Financial Network Broker
June 2013 - March 2018 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - June 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2012 - June 2013 · 11 mos
Morgan Stanley Smith Barney LLC
August 2011 - July 2012 · 11 mos
Morgan Stanley Smith Barney Broker
July 2011 - July 2012 · 1 yr
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.