Brian Kichton (CRD# 6888104) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amundi Asset Management | Boston, MA | Feb 2022 - Current | 1 |
| Savings Bank Mutual Life Insurance Company Of Massachusetts | Wobrun, MA | Apr 2020 - Feb 2022 | 1 |
| Life Solutions Group | Danvers, MA | Nov 2019 - Apr 2020 | < 1 |
| Self - Personal Training | Burlington, MA | Apr 2019 - Nov 2019 | < 1 |
| Advisory Group Equity Services, Ltd. | Woburn, MA | Apr 2019 - Apr 2019 | < 1 |
| Nylife Securities LLC | Waltham, MA | Feb 2018 - Apr 2019 | 1 |
| New York Life Insurance Company | Waltham, MA | Dec 2017 - Apr 2019 | 1 |
| Lyft | San Francisco, CA | Sep 2017 - Dec 2017 | < 1 |
| Self-employed | Burlington, MA | Mar 2009 - Oct 2017 | 8 |
| Crossfit Exclamation | Burlington, MA | Nov 2015 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management90,613MILLIONS
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Total Number of Accounts251ACCOUNTS
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Average Account Value$361,008,334
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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