Kristen M. Cammarata

FORESIDE FUND SERVICES

Boston, MA 02110

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CRD#: 5712807

Professional summary

Kristen Marie Cammarata, who also goes by Kristen M Cammarata, Kristen Cammarata, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Boston, Massachusetts.

Kristen is registered as a RR (Registered Representative) and started their career in finance in 2012. Kristen has worked at 6 firms and has passed the Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kristen M Cammarata | Kristen Cammarata

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) - BD

Click below to view Kristen Marie Cammarata's CRS (Customer Relationship Summary).

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

November 15, 2023 - Present

FORESIDE FUND SERVICES, LLC

Office #1: Two International Place Suite 1830, Boston, MA 02110

CRD#: 46106

Boston, MA

Past

December 13, 2018 - November 18, 2022

ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230

Boston, MA

Past

April 16, 2015 - December 13, 2018

STANDARD LIFE INVESTMENTS SECURITIES LLC

CRD#: 157233

BOSTON, MA

Past

December 3, 2014 - April 15, 2015

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

September 2, 2014 - April 15, 2015

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

May 15, 2012 - August 4, 2014

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/13/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(207) 553-7110

Established

Delaware since 09/08/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKI	PRES/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145
STROUT, ALICIA KIMBERLY	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT	6320351

Red Flags

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Firm Stability Insights

Kristen M. Cammarata

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristen Marie Cammarata's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABERDEEN FUND DISTRIBUTORS, LLC

STANDARD LIFE INVESTMENTS SECURITIES LLC

EATON VANCE DISTRIBUTORS, INC.

EATON VANCE MANAGEMENT

WINDHAVEN INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2014

Series 24

Date: 3/13/2015

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FORESIDE FUND SERVICES, LLC

TRUST BUT VERIFY

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