Kristen Fontaine (CRD# 5455706) is an Investment Advisor Representative working at Eolas Capital in Boston, MA and has over 15 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 |
---|---|---|---|
Inte Securities LLC | New York, NY | Feb 2022 - Current | 2 |
Eolas Capital LLC | Boston, MA | Oct 2021 - Current | 2 |
Bny Mellon Securities Corporation | Boston, MA | Dec 2008 - Oct 2021 | 12 |
Mellon | Boston, MA | Feb 2018 - Sep 2021 | 3 |
The Bank Of New York Mellon | Boston, MA | May 2009 - Sep 2021 | 12 |
Mbsc Securities Corporation | Boston, MA | Nov 2007 - Sep 2021 | 13 |
Mellon Capital Management Corporation | Boston, MA | May 2009 - Jan 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
MA, TX
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