Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
3yrs
Stephen McCabe
Financial advisor at Captrust
Stephen McCabe is a fiduciary financial advisor in Boston, Massachusetts, with 3 years in the industry. Stephen joined Captrust in 2024, after two years at Boston Financial Management. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office255 State Street 6th Floor, Boston, MA 02109
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowCaptrustCurrent firm
- Jun 2023 – Feb 2025Boston Financial Management LLCPreviously
Contact Stephen
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Stephen. 255 State Street 6th FloorBoston, MA 02109Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Captrust at (919) 870-6822 and ask for Stephen McCabe. Stephen works from the Boston, MA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston