Stephen John Cavagnaro

Current Employers

Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-01-22

MA RA
APPROVED

Since 2015-01-22

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • 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

Organization	City	State	From	To
Anchor Capital Advisors Llc	Boston	MA	01/2013	Present

01/2013 → Present

Anchor Capital Advisors Llc

Boston, MA

Previous Registrations

2010-10-07 → 2013-01-24

Anchor/Russell Capital Advisors Llc

Boston, MA

Other Businesses

the name of the other business: The Karl H. Proppe Irrevocable Insurance Trust whether the business is investment-related: yes the address of the other business: managed at Anchor Capital Advisors LLC, Two International Place, 21st Floor, Boston, MA 02110 the nature of the other business: Overseeing the trust of a client your position, title, or relationship with the other business: Trustee the start date of your relationship: 8/25/2021 the approximate number of hours/month you devote to the other business: 1 the number of hours you devote to the other business during securities trading hours: none briefly describe your duties relating to the other business: Help monitor and distribute trust assets as needed

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-10-04

S65 Uniform Investment Adviser Law Examination

2010-10-04

View on SEC IAPD