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Eric Ghafar Warasta

Moody, Lynn, Lieberson & Walker, LLC

Boston, MA

CRD 4823252

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Employer firm

Moody, Lynn, Lieberson & Walker, LLC CRD 283549

$2.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Moody, Lynn, Lieberson & Walker, Llc

One Beacon Street, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-09-21
  • MA RA
    APPROVED
    Since 2017-09-21

Branch Locations

One Beacon Street, Boston, MA 02108 • 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
Cambridge Trust Co. Boston MA 12/2005 09/2017
  • 12/2005 → 09/2017
    Cambridge Trust Co.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-18
  • S63 Uniform Securities Agent State Law Examination
    2004-08-18
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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