Cedar Rock Investment Advisors

Cedar Rock Investment Advisors (CRD# 143327) is a financial advisory firm headquartered in , . They manage $7,044,600 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $242,917
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Cedar Rock Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Ryan, financial advisor Leominster MA
Catherine D. Ryan
CRD#: 2990811
Leominster, MA

Catherine Ryan (CRD# 2990811) is an Investment Advisor Representative working at Cedar Rock Investment Advisors in Leominster, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals