Saurin Makim (CRD# 7589943) is an Investment Advisor Representative working at Baystate Wealth Advisors LLC in Newton, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baystate Wealth Advisors LLC | Newton, MA | Jun 2022 - Current | 1 |
| Unemployed | Newton, MA | Oct 2021 - Jun 2022 | < 1 |
| Akamai Technologies | Cambridge, MA | Oct 2016 - Oct 2021 | 5 |
| Randstad | Woburn, MA | Sep 2014 - Jul 2016 | 1 |
| N/a | Newton, ME | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$102,487
- 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
- Pension consulting services
- Other
MA
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