Paula
Pienkowska

Riverview Capital Advisers LLC

CRD#4571899
Investment Advisor
in Boston, MA

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About this Advisor

Paula Pienkowska is a financial advisor based in Boston, Massachusetts, working with Riverview Capital Advisers LLC. Paula has previously held a position at Riverview Capital Advisers. Paula has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Florida, Massachusetts, and New Hampshire. Currently, Paula is part of Riverview Capital Advisers LLC, which operates out of Boston, Massachusetts. The firm has 7 employees and manages assets totaling $527.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Riverview Capital Advisers LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

265 Franklin Street Suite 403
Boston, MA 02110

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Riverview Capital Advisers LLC Brokerage Details

Total Assets Under Management

$527,473,748

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

542

MA Average: 4,567
Average Account Size

$973,199

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Paula Pienkowska Work History

2006 - Present (18 years)

Riverview Capital Advisers

Disclosures

Please visit the SEC profile of Paula Pienkowska 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 Riverview Capital Advisers LLC

Kevin Bonacci
Boston, MA
Nicole Heavern
Boston, MA
Alan Arcadipane
Boston, MA
Paula Pienkowska
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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