Donna Savastani, financial advisor Northfield NJ
93 score

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 10 years of experience in the finance industry.

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Investors Capital Advisory
Company Name Location Dates Years
Cra Financial Services, LLC Northfield, NJ Oct 2009 - Current 8
Axa Advisors, LLC Linwood, NJ Dec 2006 - Oct 2009 2
Pfs Investments Inc. Brick, NJ Mar 2006 - Dec 2006 < 1
Prim Financial Services Brick, NJ Jan 2002 - Dec 2006 4
Sands Casino Hotel Atlantic City, NJ Jan 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Donna Savastani
Phone Number: 609-641-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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