Catherine Ryan (CRD# 2990811) is an Investment Advisor Representative working at Cedar Rock Investment Advisors in Leominster, MA and has over 25 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cedar Rock Investment Advisors | Arlington, MA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
- MA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$242,917
- 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
MA
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