Emily Levine (CRD# 5962404) is an Investment Advisor Representative working at Aaf Wealth Management, LLC in Westborough, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aafcpas Wealth Management, LLC | Westborough, MA | Jan 2019 - Current | 5 |
| Unemployed | Hopkinton, MA | May 2018 - Dec 2018 | < 1 |
| Financial Foundations | Westborough, MA | May 2016 - May 2018 | 2 |
| Unemployed | Hopkinton, MA | Jan 2016 - May 2016 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Nov 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- MA
-
Total Assets Under Management507MILLIONS
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$699,508
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, ME, NH, NY, RI, TX
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