Alexa Fitzgerald (CRD# 7763883) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Jun 2023 - Current | < 1 |
| John Hancock Investment Management Distributors LLC | Boston, MA | May 2023 - Current | 1 |
| Skidmore College | Saratoga Springs, NY | Sep 2022 - May 2023 | < 1 |
| Student | Saratoga Springs, NY | Oct 2021 - Sep 2022 | < 1 |
| Saratoga Book Festival | Saratoga Springs (remote), NY | Jun 2021 - Oct 2021 | < 1 |
| Adrienne's Pizza Bar | New York City, NY | May 2021 - Aug 2021 | < 1 |
| Skidmore College | Saratoga Springs, NY | Sep 2020 - May 2021 | < 1 |
| Unemployed | Na, FL | Feb 2020 - Aug 2020 | < 1 |
| Shore Brand | Sarasota, FL | Jul 2018 - Jan 2020 | 1 |
| The Skinny Dip Frozen Yogurt Bar | Sarasota, FL | Jul 2016 - Apr 2018 | 1 |
| Unemployed/student | Short Hills, NJ | Jan 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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, VI, VT, WA, WI, WV, WY
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