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Agnes Olshansky

Traub Capital Management

Needham, MA

Needham, MA

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Current Employers
Traub Capital Management

97 Chapel St Suite 7, Needham, MA 02492-2680 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-06-12
  • MA RA
    APPROVED
    Since 2019-06-12

Branch Locations

97 Chapel St., Suite 7, Needham, MA 02492 • United States

97 Chapel St Suite 7, Needham, MA 02492-2680 • 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
Eliassen Group Boston MA 07/2018 10/2018
Acadian Asset Management Boston MA 05/2016 06/2017
Self-Employed Newton MA 07/2017 06/2018
  • 07/2018 → 10/2018
    Eliassen Group
    Boston, MA
  • 05/2016 → 06/2017
    Acadian Asset Management
    Boston, MA
  • 07/2017 → 06/2018
    Self-Employed
    Newton, MA
Designations

View on SEC IAPD

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Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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