Dennis Carl Wassung

Employer firm

Abbot Financial Management, Inc CRD 111040

$303M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2008 → 10/2016
  Cabot Money Management, Inc.
  Salem, MA
• 01/2017 → 06/2019
  Huntwicke Advisors, Llc
  Topsfield, MA
• 02/2018 → 06/2019
  Huntwicke Securities, Llc
  Topsfield, MA
• 07/2019 → Present
  Abbot Financial Management, Inc
  North Andover, MA

Previous Registrations

• 2017-01-30 → 2019-06-17
  Essex Private Wealth Management Llc
  Topsfield, MA
• 2009-10-28 → 2016-10-25
  Cabot Wealth Management
  Salem, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-17

Designations

• Chartered Financial Analyst