Daniel AccardoCRD Number: 5466021
Current Firm: Fidelity Personal And Workplace Advisors
Daniel Accardo (CRD# 5466021) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 15 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Investments||Jacksonville, FL||Oct 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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