Berklee Vaillancourt
Advisor at Fidelity
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
Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs.
Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services
2018 - Present (8 years)
RX Green Technologies
2016 - 2016 (1 year)
Blue Camel Cafe
2015 - 2018 (3 years)
Puritan Backroom
2014 - 2018 (4 years)
Cave Girl Field Hockey Camp
2011 - 2018 (7 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 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.
Amanda M
ChFC®, Series 66
Gardner, MA
Edward Jones
Christine P
Series 66
Leominster, MA
Edward Jones
Mohamed H
Series 66
Leominster, MA
Merrill
Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.
Nicole G
Series 66
Fitchburg, MA
Edward Jones
Christopher B
Series 66
Leominster, MA
Edward Jones
Christina L
Series 63, Series 66
Leominster, MA
Edward Jones
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