Ruzanna Queenan
Queenvest · Beverly, Massachusetts
Ruzanna Queenan is a fee-only financial advisor at Queenvest in Beverly, Massachusetts, who holds the CFA credential. Queenvest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Queenvest |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.6M across 78 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, ME, NH, TX · CRD 3126294 |
| Exams passed | Series 63 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.queenvestllc.com |
| Profile |
How Ruzanna's firm compares
- Queenvest's average account is about $135,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Ruzanna
Is Ruzanna Queenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ruzanna holds no broker registration, and Queenvest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ruzanna charge for financial advice?
Ruzanna's firm, Queenvest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ruzanna Queenan based?
Ruzanna Queenan is based in Beverly, Massachusetts.
What credentials does Ruzanna Queenan hold?
Ruzanna Queenan holds the CFA credential.
Is Ruzanna Queenan registered with the SEC?
Yes. Ruzanna Queenan is registered as an investment adviser representative in MA, ME, NH and TX (CRD 3126294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Queenvest manage?
Queenvest reports $10.6M across 78 accounts in assets under management.
How do I contact Ruzanna Queenan?
Through Ruzanna's website, www.queenvestllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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