Richard Losanno (CRD# 2931685) is an Investment Advisor Representative working at Single Track Financial, Inc. in Woburn, MA and has over 26 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosebud Capital, LLC | Melrose, MA | Aug 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- MA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$509,561
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
MA, NH
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