Ruzanna Queenan
Advisor at Queenvest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ruzanna Queenan is a CFA charterholder and Series 63 licensee with seven years of industry experience. She is the principal of Queenvest LLC, an independent firm she has led since 2018. Prior to founding Queenvest, she worked at State Street Corporation for two years. Queenvest LLC serves individuals, high-net-worth clients, and small businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a process based on client goal setting, fundamental analysis, and Modern Portfolio Theory to create diversified portfolios, managing accounts directly or through third-party strategies.
Client services
Based on Queenvest
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Queenvest
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Fixed Fee Financial Planning ranging from $500 to $25,000, negotiable
$0 - $3,000,000: 1.00% annually Above $3,000,000+: Negotiable
$400 per hour, billed in 15-minute increments
Minimum fee: Upfront charge of $2,750 to $6,250 plus ongoing monthly or quarterly fees ranging from $450 to $1,050 per month or $1,375 to $3,150 per quarter (ongoing fees for first two quarters included in upfront fee) Fee-only: Comprehensive Financial Planning fees; Hourly Financial Planning at $400/hour; Fixed Fee Financial Planning from $500 to $25,000; Educational Workshop fees from $50 to $50,000
Location
Beverly, MA
Most active in
Ruzanna Q has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts · New Hampshire · Texas
Work history
Queenvest LLC
2018 - Present (8 years)
Unemployed
2017 - 2018 (1 year)
State Street Corporation
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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