Catherine Ryan is a CFA-designated registered investment advisor at Cedar Rock Investment Advisors, based in Leominster, MA, with 18 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Rock Investment Advisors' fees for managing your investments are negotiable and based on a percentage of the value of your portfolio. Ask about the fees that will apply to you.
Location
Leominster, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cedar Rock Investment Advisors
State Registrations1 state
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