Alexander Francis Castrichini

Employer firm

Cabot Wealth Management CRD 107327

$1.22B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2017 → 02/2020
  Blackrock
  Boston, MA
• 01/2017 → 02/2020
  Blackrock Investments, Llc
  Boston, MA
• 04/2013 → 01/2017
  Fidelity Investments
  Smithfield, RI
• 03/2020 → Present
  Triad Advisors
  Norcross, GA

Previous Registrations

• 2020-03-23 → 2021-02-22
  Onedigital
  Overland Park, KS
  Foxboro, MA
• 2017-09-06 → 2020-03-03
  Blackrock Investment Management, Llc
  Boston, MA
  Princeton, NJ
• 2012-02-22 → 2013-04-10
  Strategic Advisers Llc
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2017-08-21

Other Names

• Alex Castrichini