Advisor at Fidelity
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.
Based on Fidelity
900 Salem Street
Smithfield, RI 02917-1243
Massachusetts · Rhode Island · Texas
FIDELITY INVESTMENTs
2025 - Present (1 year)
Massachusetts Export Center
2024 - 2024 (1 year)
Zuma Las Vegas LLC
2024 - 2024 (1 year)
QUILT.AI
2023 - 2023 (1 year)
Abercrombie & Fitch
2023 - 2024 (1 year)
Justworks Employment Group LLC
2022 - 2025 (3 years)
Greater Nashville Pool Management Inc
2022 - 2022 (1 year)
H&M Hennes and Mauritz LP
2021 - 2022 (1 year)
University of Massachusetts Boston
2021 - 2024 (3 years)
Greater Nashville Pool Management Inc
2021 - 2021 (1 year)
Wilson Central High School
2020 - 2021 (1 year)
Greater Nashville Pool Management Inc
2020 - 2020 (1 year)
Greater Nashville Pool Management Inc
2019 - 2019 (1 year)
John D.. O'Bryant School of Mathematics and Science
2017 - 2020 (3 years)
Massachusetts General Hospital
2017 - 2017 (1 year)
James P. Timilty Middle School
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65, Series 66
Providence, RI
Efficient Capital Strategies, LLC
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
CFA®
North Attleborough, MA
Encore Investment Advisors, LLC
CFA®, Series 63
Franklin, MA
MJM Investment Advisors, Inc.
CFP®, Series 63, Series 65
Pawtucket, RI
Jones Fiduciary Wealth Management LLC
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