Unclaimed Profile

Amy Zelman Resnic

AEVITAS WEALTH MANAGEMENT, INC.·WELLESLEY HILLS, Massachusetts

Series 6, Series 7, Series 63, Series 65, Series 66Clean record25 years registeredAEVITAS 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. · 25 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2023 – present

AEVITAS WEALTH MANAGEMENT, INC.

Nov 2014 – May 2023

WELLESLEY HILLS, MA

STRATEGIC ADVISERS, INC.

May 2001 – May 2007

BOSTON, MA

FIDELITY PERSONAL TRUST COMPANY, FSB

Apr 2001 – Mar 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · April 26, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEVITAS WEALTH MANAGEMENT, INC.

CRD 143873 · SEC 801-68051

AUM

$546M

Regulatory assets under management

Employees

1,479 client accounts

Services offered by AEVITAS WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AEVITAS WEALTH MANAGEMENT, INC. →

Introduction

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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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