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Kristen Marie Manjikian

RWA Wealth Partners

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About Kristen Marie Manjikian

Kristen Marie Manjikian is a financial advisor in NEWTON, MA. Kristen is registered with RWA Wealth Partners, a firm with offices in NEWTON, MA. Kristen has been in the securities industry for 15 years. Kristen has passed several securities exams, including the Series 7, Series 63, Series 65 and the SIE exam. Kristen's specializations include Investment Advisory Services, Investment Adviser Representative, and Registered Representatives. Kristen is a well-rounded professional with a strong understanding of the financial markets. Kristen is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals. Kristen is also involved in the community and enjoys giving back to others.

Firm Information

Kristen Manjikian is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Kristen Manjikian’s Registration & Firm History

MA

09/22/2021 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/14/2007 - 08/07/2020

SECURITIES AMERICA, INC. (NEEDHAM MA)

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Licenses & Designations

IA

Issued 06/15/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Marie Manjikian.
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