Emily
Levine
Aaf Wealth Management, LLC
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About this Advisor
Emily Levine is a financial advisor based in Westborough, Massachusetts, working with Aaf Wealth Management, LLC. Emily has previously held positions at Eaton Vance Distributors, Inc, Financial Foundations, and Aafcpas Wealth Management, LLC. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Emily is part of Aaf Wealth Management, LLC, which operates out of Westborough, Massachusetts. The firm has 9 employees and manages assets totaling $507.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Aaf Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aaf Wealth Management, LLC Brokerage Details
$507,143,594
9
725
$699,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Emily Levine Work History
Aafcpas Wealth Management, LLC
Financial Foundations
Eaton Vance Distributors, Inc
Disclosures
Please visit the SEC profile of Emily Levine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aaf Wealth Management, LLC
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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