Amy ChanCRD Number: 6280388
Current Firm: Fidelity Personal And Workplace Advisors
Amy Chan (CRD# 6280388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Dublin, CA||Nov 2013 - Current||8|
|Bank Of America||Oakland, CA||Oct 2000 - Nov 2013||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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