Tania
Tagliavento
Systm Wealth Solutions
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About this Advisor
Tania Tagliavento is a financial advisor based in Newton, Massachusetts. Tagliavento is currently employed by Systm Wealth Solutions. Tagliavento has gained experience at Hermes Fund Managers (North America) Lp, Foreside Fund Services, LLC, Dakota Wealth, LLC, Ned Davis Research, Systm Wealth Solutions LLC, Wellington Management Company Llp and Wellington Management Advisers, Inc. Tagliavento holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Systm Wealth Solutions is a financial advisory business that has its headquarters in Chicago, IL. The investment advisory business has a total of 11 people on staff. It administers $685 million in total assets among its 1,170 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,170 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Systm Wealth Solutions offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is provided. Fees billed by Systm Wealth Solutions typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Systm Wealth Solutions Brokerage Details
$684,913,991
11
1,170
$585,397
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Tania Tagliavento Work History
Tania has been registered as a financial advisor for 0 years.*
Systm Wealth Solutions LLC
Dakota Wealth, LLC
Ned Davis Research
Wellington Management Advisers, Inc
Wellington Management Company Llp
Foreside Fund Services, LLC
Hermes Fund Managers (North America) Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tania Tagliavento 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 Systm Wealth Solutions
Newton, MA
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