Agnes Olshansky, financial advisor Needham MA

Agnes Olshansky

CRD Number: 7070000
Current Firm: Traub Capital Management

Agnes Olshansky (CRD# 7070000) is an Investment Advisor Representative working at Traub Capital Management in Needham, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eliassen Group Boston, MA Jul 2018 - Oct 2018 < 1
Self-employed Newton, MA Jul 2017 - Jun 2018 < 1
Acadian Asset Management Boston, MA May 2016 - Jun 2017 1
Self-employed Newton, MA Jun 2015 - Apr 2016 < 1
Adobe Newton, MA Apr 2014 - May 2015 1
Self-employed Newton, MA Sep 2013 - Feb 2014 < 1
Panagora Asset Management Boston, MA Apr 2012 - Aug 2013 1

Agnes Olshansky has no recent exams reported.
Contact Info for Agnes Olshansky
Phone Number: 781-453-3929
Firm Website: http://traubcapital.com/
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $1,581,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MA, TX

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