Joseph Andracchi (CRD# 7062142) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Valley Stream, NY and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments LLC | New York, NY | Aug 2021 - Current | 2 |
Jp Morgan Securities LLC | New York, NY | Nov 2019 - Current | 4 |
Jp Morgan Chase Bank | New York, NY | Nov 2019 - Jul 2021 | 1 |
Unemployed | Valley Stream, NY | Oct 2019 - Oct 2019 | < 1 |
Axa Advisors LLC | New York, NY | Feb 2019 - Sep 2019 | < 1 |
Unemployed | Valley Stream, NY | Dec 2018 - Jan 2019 | < 1 |
Food Town | Hewlett, NY | Jan 2016 - Dec 2018 | 2 |
Univeristy At Buffalo | Buffalo, NY | Aug 2014 - Jun 2018 | 3 |
Tim Hortons | Buffalo, NY | Sep 2014 - Sep 2016 | 2 |
Waldbuams | Oceanside, NY | Jan 2013 - Aug 2014 | 1 |
Great A&p Tea Company | Montvale, NJ | Jan 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2019 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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