Donna Savastani, financial advisor Northfield NJ

Donna Savastani

CRD Number: 4614453
Current Firm: Cra Financial Services, LLC

Donna Savastani (CRD# 4614453) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 17 years of experience in the finance industry.

Similar Advisors
Jaclyn Ackerson, financial advisor Northfield NJ
Jaclyn C. Ackerson
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Mark Adams, financial advisor Northfield NJ
Mark T. Adams
CRD# 2545436
Lpl Financial LLC
Similar Advisors
David Allegretto, financial advisor Northfield NJ
David Allegretto
CRD# 2708056
Wells Fargo Advisors Financial Network, LLC
Company Name Location Dates Years
Cra Financial Services, LLC Northfield, NJ Oct 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Donna Savastani
Phone Number: 609-380-3500
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    966
    MILLIONS
  • Total Number of Accounts
    3,081
    ACCOUNTS
  • Average Account Value
    $313,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, LA, NC, NH, NJ, NV, NY, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.