Denis HigginsCRD Number: 2400603
Current Firm: Edelstein Wealth Management, LLC
Denis Higgins (CRD# 2400603) is an Investment Advisor Representative working at Edelstein Wealth Management, LLC in Boston, MA and has over 28 years of experience in the finance industry. Denis Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Edelstein Wealth Management, LLC||Boston, MA||Jun 2002 - Current||20|
|Edelstein & Company LLP||Boston, MA||Jun 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
Total Assets Under Management76MILLIONS
Total Number of Accounts77ACCOUNTS
Average Account Value$986,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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