Frederick Vicario (CRD# 6371183) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chestnut Hill, MA | Jul 2021 - Current | 2 |
| Citizens Securities, Inc. | Canton, MA | Jun 2020 - Jun 2021 | 1 |
| Citizens Bank | Quincy, MA | Jun 2020 - Jun 2021 | 1 |
| Ameriprise Financial Services, Inc. | Canton, MA | Nov 2019 - Mar 2020 | < 1 |
| Columbia Management Investment Distributors Inc. | Boston, MA | Aug 2015 - Oct 2019 | 4 |
| Wells Fargo Advisors, LLC | Providence, RI | Jul 2014 - Jul 2015 | 1 |
| Specialty Grating Cheese Inc. | Cranston, RI | May 2013 - Jun 2014 | 1 |
| University Of Rhode Island | Kingston, RI | Sep 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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