Harold Simansky (CRD# 4626314) is an Investment Advisor Representative working at Simansky Investments, LLC in Brookline, MA and has over 21 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 |
|---|---|---|---|
| Educational Investments, LLC | Brookline, MA | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
- MA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$337,471
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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