Jeffrey Sinder (CRD# 4210604) is an Investment Advisor Representative working at Avk Partners in Concord, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avk Partners LLC | Concord, MA | Mar 2022 - Current | 2 |
| Unemployed | Concord, MA | Nov 2021 - Mar 2022 | < 1 |
| Acadian Asset Management | Boston, MA | Feb 2018 - Oct 2021 | 3 |
| Wellington Management | Boston, MA | Apr 2012 - Dec 2017 | 5 |
- MA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$653,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA
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