Jason Circelli (CRD# 6981502) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amundi Pioneer Asset Management, Inc. | Boston, MA | Jul 2019 - Current | 4 |
| Dcm Advisors | New York, NY | Jun 2018 - May 2019 | < 1 |
| Rpmaum | Great Falls, VA | Oct 2015 - Jun 2018 | 2 |
| Unemployment | Fairfield, CT | Sep 2015 - Jun 2018 | 2 |
| Village Hardware | New Fairfield, CT | Sep 2014 - Jul 2015 | < 1 |
| Sliver Spring Country Club | Ridgefield, CT | Feb 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MA
-
Total Assets Under Management99,749MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$383,651,419
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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