Angelica Aquilino (CRD# 7854595) is an Investment Advisor Representative working at Heritage House Asset Management in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage House Asset Management | Boston, MA | Oct 2020 - Current | 3 |
| Unemployed | Boston, MA | Aug 2018 - Oct 2020 | 2 |
| Wellington Management Company (starpoint Solutions Onsite) | Boston, MA | Feb 2016 - Aug 2018 | 2 |
| Unemployed | Boston, MA | Jun 2015 - Jan 2016 | < 1 |
| Ft Education | Boston, MA | Jan 2015 - May 2015 | < 1 |
| Wellington Management Company | Boston, MA | Jun 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$937,663
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
MA
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