Cra Financial Services, L.L.C
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About this Advisor
Donna Savastani is a financial advisor operating out of Northfield, New Jersey with 12 years of industry experience. Savastani is on the advisory team at Cra Financial Services, L.L.C. They have spent all of their career at Cra Financial Services, L.l.c. Savastani holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Cra Financial Services, L.L.C is a company operating out of Northfield, NJ. It has $966 million in assets among its 3,081 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to nine charitable organizations. Of its 3,081 accounts, 19% belong to high-net-worth clients who have more than $1 million in assets. Cra Financial Services, L.L.C has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is offered. Fees billed by Cra Financial Services, L.L.C may include asset-based, hourly and fixed fees.
Certifications and Registrations
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Cra Financial Services, L.L.C Brokerage Details
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
Donna Savastani Work History
Donna has been registered as a financial advisor for 12 years.*
Cra Financial Services, L.L.C
*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.
Please visit the SEC profile of Donna Savastani 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 Cra Financial Services, L.L.C
The content in this profile was updated by SmartAsset on 4/16/2023. 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 email@example.com.
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