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Current Employers
Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-23
MA RA APPROVED 2017-12-05
  • NY RA
    APPROVED
    Since 2021-02-23
  • MA RA
    APPROVED
    Since 2017-12-05

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

150 E. 52Nd Street Suite 21001, New York, NY 10017 • 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
Athena Capital Advisors Llc Lincoln MA 07/2016 06/2020
Roniks Llc Cherry Hill NJ 05/2010 04/2018
Fiduciary Trust International, Llc Lincoln MA 06/2020 Present
  • 07/2016 → 06/2020
    Athena Capital Advisors Llc
    Lincoln, MA
  • 05/2010 → 04/2018
    Roniks Llc
    Cherry Hill, NJ
  • 06/2020 → Present
    Lincoln, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-03
  • S65 Uniform Investment Adviser Law Examination
    2017-10-03

View on SEC IAPD

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