Ruzanna Queenan

QUEENVEST

Beverly, MA

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CRD#: 3126294

Professional summary

Ruzanna Queenan, who also goes by Ruzanna Tevossyan, is a registered financial advisor currently at QUEENVEST located in Beverly, Massachusetts.

Ruzanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ruzanna has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ruzanna Tevossyan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruzanna Queenan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 20, 2018 - Present

QUEENVEST

RIA

CRD#: 296891

Beverly, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(7/30/2020)

IAR

Massachusetts
(6/20/2018)

IAR

New Hampshire
(7/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/31/2017

Uniform Securities Agent State Law Examination

Current Firm

QUEENVEST

QUEENVEST | QUEENVEST LLC

CRD#: 296891 / SEC#:

Maine

Registered Investment Advisory firm - (7/30/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (6/20/2018 Approved)

New Hampshire

Registered Investment Advisory firm - (7/29/2020 Approved)

Texas

Registered Investment Advisory firm - (2/16/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Beverly, MA

Mailing Address

Phone number

(617) 913-7346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 9,397,689

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ruzanna Queenan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruzanna Queenan's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUEENVEST

State Registrations and Notice Filings

Exams

Series 63

Date: 10/31/2017

Current Firm

QUEENVEST

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUEENVEST

TRUST BUT VERIFY

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