Diane Woolf (CRD# 2548648) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 15 years of experience in the finance industry.
CRD# 5029299
Martha's Vineyard Investment Advisors, LLC
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthramp, Inc. | Tiburon, CA | Jan 2019 - Current | 5 |
| Tarte Bakeshop | Quincy, MA | Nov 2016 - Jan 2019 | 2 |
| Student | Boston, MA | Dec 2015 - Nov 2016 | < 1 |
| Bellmark Partners, LLC | Boston, MA | Nov 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, IL, LA, MA, NE, NH, TX, WA
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