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Donna Savastani

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey
Unclaimed Profile
332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 4614453Firm CRD# 124004
01

About

Donna Savastani is a registered financial advisor based in NORTHFIELD, New Jersey, affiliated with CRA FINANCIAL SERVICES, L.L.C.. 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
03

Firm Overview

Firm
CRA FINANCIAL SERVICES, L.L.C.
CRA FINANCIAL SERVICES, L.L.C.
AUM
$1.2B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CRA FINANCIAL SERVICES, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4614453
Firm CRD# 124004
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donna Savastani offer?
Donna Savastani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, New Jersey for a consultation.
What are Donna Savastani's credentials?
Donna Savastani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Savastani located?
Donna Savastani is based in NORTHFIELD, New Jersey, working with CRA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Donna Savastani charge for services?
Donna Savastani'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 CRA FINANCIAL SERVICES, L.L.C.?
CRA FINANCIAL SERVICES, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTHFIELD
Frank Pelosi — CRA FINANCIAL SERVICES, L.L.C.Randall Dean Schroeder — TOEWS CORPORATIONPhillip Ray Toews — TOEWS CORPORATIONJennifer Lynn Rodriguez — TOEWS CORPORATIONJohn J. Hughes — QUANTUM CAPITAL ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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