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150 Royall Street Suite 102, Canton, MA 02021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
150 Royall Street Suite 102, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scs Capital Management Llc | Waltham | MA | 10/2002 | 01/2017 |
| Boston Financial Management Llc | Boston | MA | 01/2019 | 09/2020 |
| Perago Partners, Llc | Concord | MA | 02/2017 | 12/2018 |
| Perago Partners Llc | Boston | MA | 09/2020 | 12/2022 |
| Gray Private Wealth Llc | Canton | MA | 01/2023 | Present |
The Name of the Other Business: Cabot Wellington, LLC; Investment-Related Business; 22 Batterymarch Street, Boston, MA, 02108; Nature of Business: Private Family Investment Office; Position: Investment Committee Co-Chair; Start Date: 09/2017; Number of Hours per Month: 1.5; Number of Hours per Month Devoted During Security Trading Hours: 1.5; Nature of Duties: Advise Board of Directors on Investment Matters
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