Gregory Lavine is a CFA, CFP-designated registered investment advisor at Parsons Capital Management INC, based in Providence, RI, with 16 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.80% |
Charitable accounts are charged 0.80% per year. Fees may vary and are negotiable depending on the client's unique situation, relationship size, and portfolio composition.
Fee Estimator
Location
40 Westminster Street, Ste 400, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory serves on the finance committee for Providence Country Day School and the investment committee for Temple Beth-El.
Employment History
Current Registrations
Parsons Capital Management INC
Previous Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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