Judith CrannaCRD Number: 7419456
Current Firm: Ci Private Wealth
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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Ci Eaton Private Wealth||Boston, MA||Oct 2022 - Current||< 1|
|Eaton Vance Wateroak Advisors||Boston, MA||Oct 2007 - Oct 2022||15|
Total Assets Under Management94,617MILLIONS
Total Number of Accounts79,738ACCOUNTS
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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