John Phaneuf, financial advisor Altamonte Springs FL

John Phaneuf

CRD Number: 6519346
Current Firm: Fidelity Personal And Workplace Advisors

John Phaneuf (CRD# 6519346) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has over 5 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 3
Fidelity Brokerage Services LLC Denver, CO Mar 2017 - Current 4
Trowe Price Colorado Springs, CO Jun 2015 - Mar 2017 1
Sherwin Williams Colorado Springs, CO Sep 2014 - May 2015 < 1
Enterprise Rent-a-car San Ramon, CA May 2014 - Aug 2014 < 1
Full Time Student Colorado Springs, CO Mar 2014 - May 2014 < 1
Chipotle Colorado Springs, CO Aug 2013 - Feb 2014 < 1
Full Time Student Colorado Springs, CO Aug 2012 - Aug 2013 1
Safeway Alamo, CA May 2012 - Aug 2012 < 1
Full Time Student Colorado Springs, CO Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for John M. Phaneuf
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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 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, WY

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