David Anaya (CRD# 6119583) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albuquerque, NM and has over 7 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Albuquerque, NM | Jun 2021 - Current | 2 |
| Unemployed | Albuquerque, NM | Jan 2021 - May 2021 | < 1 |
| Thornburg Securities Corp | Santa Fe, NM | Oct 2018 - Dec 2020 | 2 |
| Unemployed | Albuquerque, NM | Jun 2018 - Oct 2018 | < 1 |
| Fidelity Brokerage Services LLC | Albuquerque, NM | Aug 2016 - Jun 2018 | 1 |
| Fidelity Investments | Albquerque, NM | Nov 2015 - Aug 2016 | < 1 |
| State Farm Insurance | Richardson, TX | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NM
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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