Eric Warasta (CRD# 4823252) is an Investment Advisor Representative working at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA and has over 19 years 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 |
|---|---|---|---|
| Cambridge Trust Company | Boston, MA | Dec 2005 - Sep 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
- MA
-
Total Assets Under Management1,609MILLIONS
-
Total Number of Accounts976ACCOUNTS
-
Average Account Value$1,648,679
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, MA, MD, ME, NH, NJ, NY, PA, RI, SC, TX, VT
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