Donna SavastaniCRD 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 11 years of experience in the finance industry.
Rockcrest Financial LLC
Lpl Financial LLC
Investors Capital Advisory
|Cra Financial Services, LLC||Northfield, NJ||Oct 2009 - Current||8|
|Axa Advisors, LLC||Linwood, NJ||Dec 2006 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management526MILLIONS
Total Number of Accounts1,889ACCOUNTS
Average Account Value$278,304
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NJ, NY, PA
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