Roxana Butnar (CRD# 7449516) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 2 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Apella Capital, LLC | Bellevue, WA | May 2023 - Current | 1 |
Apella Capital, LLC | Bellevue, WA | Apr 2022 - May 2023 | 1 |
Apella Capital, LLC | Bellevue, CT | Jan 2021 - Apr 2022 | 1 |
Vestory, LLC | Bellevue, WA | Feb 2018 - Dec 2020 | 2 |
Unemployed | Bellevue, WA | Oct 2017 - Jan 2018 | < 1 |
Icehouse Cryotherapyk | Kirkland, WA | Oct 2016 - Sep 2017 | < 1 |
University Of Washington | Seattle, WA | Sep 2013 - Jun 2017 | 3 |
Lochmoor Adult Family Home | Bellevue, WA | Jun 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CT
- WA
-
Total Assets Under Management3,349MILLIONS
-
Total Number of Accounts8,605ACCOUNTS
-
Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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