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Ruzanna Queenan

Queenvest

Beverly, MA

CRD 3126294

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Employer firm

Queenvest CRD 296891

$10.6M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Queenvest

Beverly, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-12
ME RA APPROVED 2020-07-30
NH RA APPROVED 2020-07-29
MA RA APPROVED 2018-06-20
  • TX RA
    APPROVED_RES
    Since 2025-12-12
  • ME RA
    APPROVED
    Since 2020-07-30
  • NH RA
    APPROVED
    Since 2020-07-29
  • MA RA
    APPROVED
    Since 2018-06-20

Branch Locations

Beverly, MA • 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
Queenvest Llc Essex MA 03/2018 Present
Unemployed Essex MA 12/2017 03/2018
State Street Corporation Boston MA 06/2015 11/2017
  • 03/2018 → Present
    Queenvest Llc
    Essex, MA
  • 12/2017 → 03/2018
    Unemployed
    Essex, MA
  • 06/2015 → 11/2017
    State Street Corporation
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-31
  • S63 Uniform Securities Agent State Law Examination
    2017-10-31
Designations
  • Chartered Financial Analyst
Other Names
  • Ruzanna Tevossyan

View on SEC IAPD

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