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Jeffrey A. Sinder
AVK PARTNERS
Concord, MA
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CRD#: 4210604
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Professional summary
Jeffrey Allen Sinder, who also goes by Jeff Sinder, is a registered financial advisor currently at AVK PARTNERS located in Concord, Massachusetts.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffrey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Sinder
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Sinder'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®
NoneExperience
Current
June 16, 2022 - Present
AVK PARTNERS
RIA
CRD#: 319724
Concord, 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
Massachusetts(6/16/2022)
Exams
Current Firm
AP
AVK PARTNERS
AVK PARTNERS | AVK PARTNERS LLC
CRD#: 319724 / SEC#:
Massachusetts
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Contact information
Main Address
Concord, MA
Mailing Address
Phone number
(917) 617-6956
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 9,518,561 |
Red Flags
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