James Hyatt, financial advisor Boca Raton FL

James Hyatt

CRD Number: 6787681
Current Firm: Fidelity Personal And Workplace Advisors

James Hyatt (CRD# 6787681) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Merrimack, FL Apr 2017 - Current 3
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
Coral Springs Charter School Coral Springs, FL Mar 2007 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for James A. Hyatt
Phone Number: 617-563-7000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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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