![Amir Kryner, financial advisor Cambridge MA](/img/ws/profile-blank-sq.png)
Amir Kryner (CRD# 7668386) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
![Jamie Upson, financial advisor Cambridge MA](/img/ws/profile-blank-sq.png)
CRD# 4046712
Stonehearth Capital Management
![Nancy Aadalen, financial advisor Cambridge MA](/img/ws/profile-blank-sq.png)
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Brighton, MA | Feb 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brighton, MA | Oct 2022 - Current | 1 |
Unemployed | Boston, MA | Jun 2022 - Oct 2022 | < 1 |
Tql | Boston, MA | Feb 2022 - Jun 2022 | < 1 |
Unemployed | Boston, MA | Nov 2020 - Feb 2022 | 1 |
Psagot Investment House Ltd | Tel-aviv, | Feb 2016 - Aug 2020 | 4 |
Unemployed | Netanya, | Aug 2015 - Jan 2016 | < 1 |
Pssportcard | Netanya, | Aug 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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