Zevin Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 165269
- SEC number
- 801-77093
- Firm type
- RIA
- Assets under management
- $1.0B as of Mar 26, 2026
- Website
- www.zevin.com ↗
- Phone
- 617-742-6666
- Address
- 2 Oliver Street, Boston, MA, 02109
Advisors at this firm
4 in our index · page 1 of 1
-
Steven Andrew DrayCRD 2963066 · Boston, MAIA Registered
-
Catherine Vanessa FaddisCRD 4751745 · Boston, MAIA Registered
-
Christopher Robbi HarrisCRD 6490148 · Boston, MAIA RegisteredRegistration inactive
-
Jane Liou LiCRD 2928189 · Boston, MAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 165269 ↗
FINRA BrokerCheck record for firm CRD 165269 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.