Brittany Mancusi-AsmanCRD Number: 6242902
Current Firm: Fidelity Personal And Workplace Advisors
Brittany Mancusi-Asman (CRD# 6242902) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 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||Jacksonville, FL||Aug 2013 - Current||8|
|Wells Fargo Bank||Jacksonville, FL||Jun 2012 - Aug 2013||1|
|University Of North Florida||Jacksonville, FL||Aug 2010 - Aug 2013||3|
|Ultrashred Technologies Inc.||Jacksonville, FL||Dec 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
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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