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Amy Zelman Resnic

AEVITAS WEALTH MANAGEMENT, INC.·WELLESLEY HILLS, Massachusetts
Unclaimed Profile
10 LAUREL AVE., WELLESLEY HILLS, MA 02481CRD# 2382217Firm CRD# 143873
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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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AEVITAS WEALTH MANAGEMENT, INC.
AEVITAS WEALTH MANAGEMENT, INC.
AUM
$546M
Regulatory assets under management
Employees
5
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2382217
Firm CRD# 143873
No disclosures on file
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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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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