Anchor Capital Advisors LLC

Daniel Cronin is a financial advisor at Anchor Capital Advisors LLC with 31 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Allocate Management Company, Charles Schwab & Co., TruClarity, and iCapital Securities. Anchor Capital Advisors LLC is a team-based firm consisting of 17 advisors.

William Hickey is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Anchor Capital Advisors since 2006. Anchor Capital Advisors is a team-based firm with 17 advisors.

Patrick Fischoeder is a financial advisor at Anchor Capital Advisors LLC with 26 years of industry experience. His prior roles include positions at Rockefeller & Co, Bernzott Capital Advisors, IMST Distributors, and Project Yosemite. He holds Series 63 and Series 65 licenses. Anchor Capital Advisors LLC is a team-based firm with 17 advisors.

Daniel Carr is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with four years of industry experience. He holds a Series 65 designation and has been with Anchor Capital Advisors since 2011. Anchor Capital Advisors is a team-based firm comprised of 17 advisors.

William Rice is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anchor Capital Advisors since 2006. Outside of his advisory role, Rice serves as Vice Chairman and Treasurer of the Ocean Reef Chapel Foundation and Ocean Reef Chapel, as well as Treasurer and Director of the Protestant Congregation of Ocean Reef. Anchor Capital Advisors LLC is a team-based firm comprising 17 advisors.

Andrew Stukalin is a financial advisor with Anchor Capital Advisors LLC in Boston, MA, holding a Series 65 designation and six years of industry experience. He has been with Anchor Capital since 2016 and also worked at Georgetown University from 2012 to 2021. Anchor Capital Advisors is a team-based firm with 17 advisors, serving clients through a collaborative approach.

John Levangie is a financial advisor at Anchor Capital Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wedmont Private Capital, Darrow Wealth Management, and GW & Wade, LLC. Outside of his advisory role, he serves as a trustee for the Philip J. LeVangie Family 2002 Irrevocable Trust, managing investments and filing tax returns for the trust. Anchor Capital Advisors LLC is a team-based firm consisting of 17 advisors.

Daniel Doucette is a financial advisor at Anchor Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anchor Capital Advisors since 2005. Anchor Capital Advisors is a team-based firm consisting of 17 advisors.

Michael Serchen is a CFP® professional with 26 years of industry experience. He has been with Anchor Capital Advisors LLC since 2006, currently working within their Boston-based team of 17 advisors. Anchor Capital Advisors LLC serves clients with a team-oriented approach to financial planning and investment management.

Christopher O'Neill is a financial advisor at Anchor Capital Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Retail Management since 2012. Anchor Capital Advisors is a team-based firm with 17 advisors.

Tigran Navasardian is a CFA® charterholder with two years of industry experience. He has worked at Anchor Capital Advisors LLC since 2022 and previously spent seven years at Arm Invest Partners. Anchor Capital Advisors LLC is a team-based firm with 17 advisors, based in Boston, MA.

George Whitmore is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Anchor Capital Advisors since 2013. Anchor Capital Advisors is a team-based firm with 17 advisors.

Stephen Cavagnaro is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding a Series 65 designation with 13 years of industry experience. He has been with Anchor Capital Advisors since 2013. In addition to his advisory role, he serves as trustee for a client’s irrevocable insurance trust, overseeing and distributing trust assets as needed. Anchor Capital Advisors LLC is a team-based firm with 17 advisors.

Andrew St Martin is a CFA® charterholder with 11 years of industry experience. He has been with Anchor Capital Advisors LLC in Boston, MA since 2006. Anchor Capital Advisors LLC is a team-based firm with 17 advisors.

William Rice is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anchor Capital Advisors since 2005. Outside of his advisory role, he serves as Trustee for a client’s irrevocable trust, helping to monitor and distribute trust assets. Anchor Capital Advisors LLC operates as a team of 17 advisors, providing investment management and financial planning services.