CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Claybrook Capital, LLC
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | Boston, MA | Sep 2015 - Current | 5 |
| Jp Morgan Securities LLC | Boston, MA | Aug 2015 - Current | 5 |
| Unemployed | Brookline, MA | Jun 2015 - Jul 2015 | < 1 |
| Morgan Stanley Wealth Management | Boston, MA | May 2014 - May 2015 | 1 |
| Unemployed | Brookline, MA | Mar 2014 - Apr 2014 | < 1 |
| Boston Illiquid Securities Offering Network, Inc. | Boston, MA | Jul 2013 - Feb 2014 | < 1 |
| Vanderbilt University | Nashville, TN | Aug 2008 - Jun 2013 | 4 |
| Vanderbilt University | Nashville, TN | Jan 2013 - Apr 2013 | < 1 |
| J.p. Morgan Securities | Boston, MA | May 2012 - Aug 2012 | < 1 |
| Merrill Lynch Wealth Management | Boston, MA | May 2011 - Aug 2011 | < 1 |
| The Home Depot | West Roxbury, MA | May 2010 - Aug 2010 | < 1 |
| The Home Depot | West Roxbury, MA | May 2009 - Dec 2009 | < 1 |
| Unemployed | Brookline, MA | Jul 2008 - Jul 2008 | < 1 |
| Brookline High School | Brookline, MA | Sep 2004 - Jun 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
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Total Assets Under Management163,396MILLIONS
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Total Number of Accounts660,063ACCOUNTS
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Average Account Value$247,546
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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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