Steven Andrew Dray
Investment adviser representative at Zevin Asset Management, LLC
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Zevin Asset Management, LLCNov 2016 to now
- Alphaone Capital Partners, LLCSep 2009 to Nov 2016
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Zevin Asset Management, LLC
$1BAssets managed
768Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2963066
- Firm CRD
- 165269