Agnes OlshanskyCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management149MILLIONS
Total Number of Accounts94ACCOUNTS
Average Account Value$1,581,289
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.