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Nathan Stevens

Cabot Wealth Management

Beverly, MA

CRD 8200588

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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:

Current Employers
Cabot Wealth Management

48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-04
TX RA APPROVED 2026-03-18
  • MA RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cabot Wealth Management Beverly MA 09/2025 Present
Student Ipswich MA 01/2015 09/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-18
  • S65 Uniform Investment Adviser Law Examination
    2026-03-18

View on SEC IAPD

Nearby Firms

EASTERLY INVESTMENT PARTNERS LLC
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
BROOKWOOD ADVISORS, LLC

Nearby Investors

PAUL BRADLEY CITARELL
RICHARD A. SNOW
BURNS MCNEIL LOWRY

Nearby Offices

EASTERLY INVESTMENT PARTNERS LLC · BEVERLY, MA
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC · BEVERLY, MA
BROOKWOOD ADVISORS, LLC · BEVERLY, MA

More in Beverly, MA

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