Unclaimed Profile

Amy Zelman Resnic

AEVITAS WEALTH MANAGEMENT, INC.·WELLESLEY HILLS, Massachusetts

Clean recordAEVITAS WEALTH MANAGEMENT, INC.

10 LAUREL AVE., WELLESLEY HILLS, MA 02481CRD# 2382217Firm CRD# 143873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Zelman Resnic · WELLESLEY HILLS, MA

Registration

CRD #2382217 · AEVITAS WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy Zelman Resnic is a registered financial advisor based in WELLESLEY HILLS, Massachusetts, affiliated with AEVITAS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AEVITAS WEALTH MANAGEMENT, INC.

AUM

$546M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AEVITAS WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2382217

Firm CRD# 143873

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Zelman Resnic offer?

Amy Zelman Resnic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.

What are Amy Zelman Resnic's credentials?

Amy Zelman Resnic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Zelman Resnic located?

Amy Zelman Resnic is based in WELLESLEY HILLS, Massachusetts, working with AEVITAS WEALTH MANAGEMENT, INC.. Their office serves clients in the WELLESLEY HILLS metropolitan area and surrounding communities.

How does Amy Zelman Resnic charge for services?

Amy Zelman Resnic'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 AEVITAS WEALTH MANAGEMENT, INC.?

AEVITAS WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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