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Robert Tomlinson Lutts

Cabot Wealth Management

Salem, MA

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Current Employers
Cabot Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2006-03-10
MA RA APPROVED 1994-04-15
  • TX RA
    APPROVED_RES
    Since 2006-03-10
  • MA RA
    APPROVED
    Since 1994-04-15

Branch Locations

216 Essex Street, Salem, MA 01970 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cabot Money Management, Inc. Salem MA 11/1983 Present
  • 11/1983 → Present
    Cabot Money Management, Inc.
    Salem, MA
Other Businesses

SALEM STATE COLLEGE SCHOOL OF BUSINESS, THE BUSINESS IS NOT INVESTMENT-RELATED, AND IS LOCATED AT LAFAYETTE STREET, SALEM, MA 01970, IT IS IN THE BUSINESS OF EDUCATION, MY POSITION IS AN INSTRUCTOR, TEACHING EDUCATION IN INVESTMENT MANAGEMENT COURSE. I TEACH ONE CLASS FOR 1 OR 2 SEMESTERS DURING THE SCHOOL YEAR IF THE HOURS FIT MY SCHEDULE. I HAVE BEEN TEACHING SINCE 9/2003 AND DEVOTE APPROXIMATELY 20 HOURS EACH MONTH. I DO NOT DEVOTE ANY HOURS TO TEACHING DURING THE SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-20
  • S65 Uniform Investment Adviser Law Examination
    1993-04-20
Other Names
  • Robert Lutts

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