Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McCabe is an investment advisor representative registered with Captrust. Stephen has been working in the financial services industry since November 2011 and has experience in investment advisory and legal services. Stephen's previous employers include Boston Financial Management LLC and Nixon Peabody LLP. Stephen holds a Series 65 license and is registered with the state of Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
12/10/2024 - Present
Captrust (Boston MA)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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