Michelle Salmon, financial advisor Alexandria VA
89 score

Michelle Salmon

CRD Number: 6208223
Current Firm: Strategic Advisers, Inc.

Michelle Salmon (CRD# 6208223) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Alexandria, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY May 2013 - Current 3
Unemployed Cincinnati, OH Nov 2012 - Apr 2013 < 1
United States Youth Soccer Association Frisco, TX Jun 1999 - Dec 2012 13
United States Soccer Federation Chicago, IL Mar 2010 - Nov 2012 2
Bearcat Soccer Academy, LLC Cincinnati, OH Jan 2008 - Nov 2012 4
University Of Cincinnati Cincinnati, OH Jan 2008 - Oct 2012 4
Hammer Soccer Club Cincinnati, OH Jan 2010 - Jun 2011 1
Ball State University Muncie, IN May 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Michelle C. Salmon
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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