Alexander Francis Castrichini
Investment Adviser Representative at Cabot Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Francis Castrichini is an investment adviser representative with Cabot Wealth Management in Beverly, MA, where they have been registered since 2021. They have worked in the securities industry since 2012 and have been registered with 4 firms, including Resources Investment Advisors and Blackrock Investment Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BlackRockJan 2017 – Feb 2020Boston, MA
- BlackRock Investments, LLCJan 2017 – Feb 2020Boston, MA
- Fidelity InvestmentsApr 2013 – Jan 2017Smithfield, RI
- Triad AdvisorsMar 2020 – no end date reportedNorcross, GA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cabot Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0125
- Up to $1,000,0001.25%
- $1,000,000 - $2,500,0001.00%
- $2,500,000 - $5,000,0000.85%
- $5,000,000 - $10,000,0000.75%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Beverly, MA
- SEC file number:
- 801-19708
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 25, 2026
View full firm profileOther advisors at Cabot Wealth Management
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Francis Castrichini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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