Judith Cranna (CRD# 7419456) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ci Eaton Private Wealth | Boston, MA | Oct 2022 - Current | < 1 |
| Eaton Vance Wateroak Advisors | Boston, MA | Oct 2007 - Oct 2022 | 15 |
- MA
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Total Assets Under Management94,617MILLIONS
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Total Number of Accounts79,738ACCOUNTS
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Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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