Morgan RomeroCRD Number: 7272248
Current Firm: Fidelity Personal And Workplace Advisors
Morgan Romero (CRD# 7272248) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Fidelity Investments||Bethesda, MD||Jun 2020 - Current||1|
|Cc Pace||Fairfax, VA||Jan 2020 - May 2020||< 1|
|Anthropologie||Charlottesville, VA||Aug 2017 - May 2020||2|
|Athleta||Washington D.c., DC||Jul 2017 - Sep 2017||< 1|
|Unemployed||Arlington, VA||Jan 2010 - Jul 2017||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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