Oana Bandar
Investment adviser representative at Appleton Partners, Inc.
20 yearsExperience
1 stateRegistered in
CFADesignation
$12.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Appleton Partners, Inc.Jun 2024 to now
- Professional HiatusJun 2022 to May 2024
- BNY Private WealthNov 2006 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Appleton Partners, Inc.
$12.6BAssets managed
6,112Clients
31Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8029552
- Firm CRD
- 110049