Michael Dattilo
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.
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.
Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys.
Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017.
Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services LLC
2022 - Present (4 years)
KeyBank
2021 - 2022 (1 year)
Key Investment Services
2021 - 2022 (1 year)
UBS Financial Services
2017 - 2021 (4 years)
Citizens Securities INC
2017 - 2017 (1 year)
Cco Investment Services Corp
2014 - 2017 (3 years)
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