Kevin Arruda (CRD# 5356913) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has over 16 years of experience in the finance industry. Kevin Arruda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Financial Management LLC | Burlington, MA | Mar 2021 - Current | 3 |
| Bank Of America | Providence, RI | Oct 2014 - Feb 2021 | 6 |
| Citizens Bank | Providence, RI | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- MA
- RI
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$312,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, MA, RI, TX
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