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Candace Poole Podolsky

SUSTAINABLE INVESTMENT SOLUTIONS, LLC·DEDHAM, Massachusetts
Unclaimed Profile
990 WASHINGTON ST, DEDHAM, MA 02026CRD# 6033366Firm CRD# 111456
01

About

Candace Poole Podolsky is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with SUSTAINABLE INVESTMENT SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
FINANCIAL SOLUTIONS ASSOCIATES
AUM
$126M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SUSTAINABLE INVESTMENT SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6033366
Firm CRD# 111456
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Candace Poole Podolsky offer?
Candace Poole Podolsky specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Candace Poole Podolsky's credentials?
Candace Poole Podolsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Candace Poole Podolsky located?
Candace Poole Podolsky is based in DEDHAM, Massachusetts, working with SUSTAINABLE INVESTMENT SOLUTIONS, LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Candace Poole Podolsky charge for services?
Candace Poole Podolsky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUSTAINABLE INVESTMENT SOLUTIONS, LLC?
SUSTAINABLE INVESTMENT SOLUTIONS, LLC has approximately 1 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Diane Patricia Novak — CCO INVESTMENT SERVICES CORP.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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