Aviva Sapers (CRD# 1301333) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Newton, MA and has over 39 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csenge Advisory Group | Clearwater, FL | Feb 2021 - Current | 2 |
| Lion Street Financial | Newton, MA | Feb 2017 - Current | 6 |
| Lion Street Advisors | Newton, MA | Feb 2017 - Current | 6 |
| Sapers & Wallack Insurance Agency Inc. | Cambridge, MA | Jan 1987 - Current | 36 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Feb 2017 | < 1 |
| Nfp Securities, Inc. | Cambridge, MA | Sep 2002 - Apr 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
- MA
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Total Assets Under Management2,265MILLIONS
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Total Number of Accounts13,504ACCOUNTS
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Average Account Value$167,732
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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