Marcel Winger, financial advisor Austin TX
90 score

Marcel Winger

CRD Number: 6088570
Current Firm: Strategic Advisers, Inc.

Marcel Winger (CRD# 6088570) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Jun 2012 - Current 4
Unemployed Deridder, LA Apr 2012 - Jun 2012 < 1
Fidelity Investments Westlake, TX Feb 2012 - Apr 2012 < 1
Unemployed Euless, TX Jan 2012 - Feb 2012 < 1
Fidelity Investments Westlake, TX Oct 2011 - Jan 2012 < 1
College Ut Austin, TX Aug 2007 - Oct 2011 4
Aafes Ft. Hood, TX Jun 2007 - Aug 2007 < 1
Highschool Killeen, TX Sep 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Marcel Winger
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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