James Hyatt (CRD# 6787681) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boca Raton, FL and has over 6 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Merrimack, FL | Apr 2017 - Current | 7 |
| Johnson & Wales University, Wildcat Investment Value Fund | Providence, RI | Aug 2016 - Feb 2017 | < 1 |
| Veritude | 2 Contra Way, RI | Jun 2016 - Aug 2016 | < 1 |
| Johnson & Wales University | Providence, RI | Feb 2016 - May 2016 | < 1 |
| Johnson & Wales University | 8 Abbott Park Place, RI | Sep 2015 - May 2016 | < 1 |
| Bankers Life And Casualty Company | West Palm Beach, FL | Jun 2015 - Aug 2015 | < 1 |
| Germain Arena | Fort Myers, FL | Apr 2011 - Aug 2015 | 4 |
| Johnson & Wales University | Providence, RI | Sep 2012 - May 2015 | 2 |
| Blu Sushi | Estero, FL | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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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