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Emily Bard Levine

Aaf Wealth Management, LLC

Westborough, MA

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Current Employers
Aaf Wealth Management, Llc

50 Washington Street, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-02-07
  • MA RA
    APPROVED
    Since 2020-02-07

Branch Locations

50 Washington Street, Westborough, MA 01581 • 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
Financial Foundations Westborough MA 05/2016 05/2018
Aaf Wealth Management, Llc Westborough MA 01/2019 07/2024
Unemployed Hopkinton MA 05/2018 12/2018
Aaf Wealth Management, Llc Westborough MA 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-09
S63 Uniform Securities Agent State Law Examination 2013-05-23
  • S65 Uniform Investment Adviser Law Examination
    2016-09-09
  • S63 Uniform Securities Agent State Law Examination
    2013-05-23

View on SEC IAPD

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GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA

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