Aviva Sapers is a registered investment advisor, based in Newton, MA, with 40 years of industry experience.
Location
275 Washington Street, Suite 110, Newton, MA, 02458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aviva is the owner of Sapers & Wallack, Inc., where she focuses on insurance sales, wealth management, and retirement plan consulting. She also serves as an investment advisor representative for Lion Street Advisors and Csenge Advisory, and is a trustee for two irrevocable trusts.
Employment History
Current Registrations
Ridgeback Securities, LTDBroker
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Nathan & Lewis Securities, INC.Broker
Guardian Investor Services CorporationBroker
New England SecuritiesBroker
Cms Investment Resources, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.