Queenvest

Queenvest (CRD# 296891) is a financial advisory firm headquartered in , . They manage $7,642,593 in 63 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://twitter.com/queenvest1
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $121,311
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Queenvest
Showing 1 - 1 of 1 top financial advisors.
1
Ruzanna Queenan, financial advisor Beverly MA
Ruzanna Queenan
CRD#: 3126294
Beverly, MA

Ruzanna Queenan (CRD# 3126294) is an Investment Advisor Representative working at Queenvest in Beverly, MA and has over 6 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.

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