Grady DarnellCRD Number: 6504237
Current Firm: Fidelity Personal And Workplace Advisors
Grady Darnell (CRD# 6504237) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 6 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||Novi, MI||Jun 2015 - Current||6|
|The Center For Community And Economic Development||East Lansing, MI||Oct 2014 - May 2015||< 1|
|N/a||East Lansing, MI||Aug 2014 - Oct 2014||< 1|
|Quicken Loans||Detroit, MI||May 2014 - Aug 2014||< 1|
|The Center For Community And Economic Development||East Lansing, MI||Dec 2013 - May 2014||< 1|
|N/a||East Lansing, MI||Aug 2013 - Dec 2013||< 1|
|Quicken Loans||Detroit, MI||May 2013 - Aug 2013||< 1|
|N/a||East Lansing, MI||Aug 2012 - May 2013||< 1|
|Guernsey Restaurant||Northville, MI||May 2012 - Aug 2012||< 1|
|N/a||East Lansing, MI||Jan 2012 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
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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