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Ruzanna Queenan

QUEENVEST
BEVERLY, MA
·CRD# 3126294·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ruzanna Tevossyan

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

QUEENVEST·CRD# 296891
RIA
Beverly, MA
June 20, 2018 - Present

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Current Firm

QU
QUEENVEST

QUEENVEST | QUEENVEST LLC

CRD#: 296891
Maine
Registered Investment Advisory firm - Maine (7/30/2020 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (6/20/2018 Approved)
New Hampshire
Registered Investment Advisory firm - New Hampshire (7/29/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (12/12/2025 Conditional Restricted)

Contact Information

Main Address

Beverly, MA

Phone Number

(617) 913-7346

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

78

AUM (Assets Under Management)

$10,565,396

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Maine
(7/30/2020)
IAR
Massachusetts
(6/20/2018)
IAR
New Hampshire
(7/29/2020)
IAR
Texas
(12/19/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2017About the Series 63 exam

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CRS (Client Relationship Summary) - RIA

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

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