Rachel Dalton-Viveiros (CRD# 7722319) is an Investment Advisor Representative working at Peo Partners, LLC in Hopkinton, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peo Partners | Boston, MA | Jun 2020 - Current | 3 |
| Vanguard Renewables | Wellesley, MA | Jan 2020 - Sep 2021 | 1 |
| Foundation Management Associates | Boston, MA | Jan 2019 - Jun 2021 | 2 |
| Charles River Cfo | Newton, MA | Sep 2017 - Jan 2020 | 2 |
| Yet 2 | Newton, MA | May 2016 - May 2019 | 3 |
| Unemployed | Hopkinton, MA | May 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- MA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$12,022,895
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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