Gregory Joseph Lavine

Employer firm

Parsons Capital Management Inc CRD 106295

$2.38B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 05/2023
  Moors Cabot
  Boston, MA
• 05/2023 → Present
  Parsons Capital Management
  Providence, RI

Previous Registrations

• 2015-08-25 → 2023-05-17
  Moors & Cabot, Inc.
  Boston, MA
  Boston, MA
• 2005-08-19 → 2008-05-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Providence, RI

Other Businesses

PROVIDENCE COUNTRY DAY SCHOOL - FINANCE COMMITTEE TEMPLE BETH-EL - INVESTMENT COMMITTEE

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-22
• S66 Uniform Combined State Law Examination
  2003-08-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Gregory Lavine