Madyson SmithCRD Number: 6739548
Current Firm: Fidelity Personal And Workplace Advisors
Madyson Smith (CRD# 6739548) 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||Salt Lake City, UT||Dec 2016 - Current||5|
|Crest Financial||Draper, UT||May 2014 - Dec 2016||2|
|Starbucks||Salt Lake City / St. George, UT||Jul 2013 - Apr 2015||1|
|Unemployed||Ivins, UT||May 2013 - Jul 2013||< 1|
|Southern Utah University||Cedar City, UT||Jan 2012 - May 2013||1|
|Southern Utah University||Cedar City, UT||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 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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