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Donna Savastani

Cra Financial Services, L.L.C.

Northfield, NJ

CRD 4614453

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Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2011-02-01
  • NJ RA
    APPROVED
    Since 2011-02-01

Branch Locations

332 Tilton Road, Northfield, NJ 08225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cra Financial Services, L.L.C. Northfield NJ 10/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-27
  • S66 Uniform Combined State Law Examination
    2007-03-27

View on SEC IAPD

Nearby Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.

Nearby Investors

THOMAS EDWARD REYNOLDS
MATTHEW JOHN REYNOLDS
JEFFREY WILBUR HILLIARD

Nearby Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · NORTHFIELD, NJ
EDWARD JONES · NORTHFIELD, NJ
PROSPERA FINANCIAL SERVICES, INC. · Northfield, NJ

More in Northfield, NJ

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