Daniel HughesCRD Number: 6523929
Current Firm: Fidelity Personal And Workplace Advisors
Daniel Hughes (CRD# 6523929) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 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||Merrimack, NH||Apr 2016 - Current||5|
|Fidelity Investments Institutional Operations Company Inc.||Merrimack, NH||Aug 2016 - Apr 2017||< 1|
|Capital Kitchen & Bath||Concord, NH||Feb 2011 - Apr 2017||6|
|Harbour Capital Corporation||Newington, NH||Oct 2015 - May 2016||< 1|
|Unh Survey Center||Durham, NH||Feb 2015 - Oct 2015||< 1|
|Course Hero Inc.||Bedford, Nh, NH||Sep 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|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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