Gregory Joseph Lavine
Investment adviser representative at Parsons Capital Management Inc
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Parsons Capital Management IncMay 2023 to now
- Moors CabotMar 2015 to May 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (RI).
Parsons Capital Management Inc
$2.4BAssets managed
746Clients
14Advisers
32 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
- 4679157
- Firm CRD
- 106295