Elizabeth Kesselman (CRD# 2939010) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 26 years of experience in the finance industry.
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adviser Investments LLC | Newton, MA | Feb 2012 - Current | 12 |
| Kobren Insight Management-an Adviser Investments Company | Newton, MA | Mar 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- CA
- MA
- TX
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Total Assets Under Management15,423MILLIONS
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Total Number of Accounts19,495ACCOUNTS
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Average Account Value$791,140
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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