Renata Schindler (CRD# 6553298) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Watertown, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Watertown Savings Bank | Watertown, MA | Jul 2022 - Current | 1 |
Infinex Investments, Inc. | Meriden, CT | Feb 2020 - Current | 4 |
Envision Bank | Braintree, MA | Mar 2018 - Jul 2022 | 4 |
Citizens Bank | West Roxbury, MA | Sep 2014 - Mar 2018 | 3 |
Bank Of America | Hollywood, FL | Aug 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
S63 | Uniform Securities State Law Examination | Nov 2015 |
- CT
- MA
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Total Assets Under Management2,815MILLIONS
-
Total Number of Accounts8,831ACCOUNTS
-
Average Account Value$318,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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