Nancy Aadalen, financial advisor Boston MA

Nancy Aadalen

CRD Number: 2086353
Current Firm: Fidelity Personal And Workplace Advisors

Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 27 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Similar Advisors
David Cyrs, financial advisor Boston MA
David M. Cyrs
CRD# 2601434
Commonwealth Financial Network
Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 1
Fidelity Minnetonka, MN Nov 2013 - Current 6
Unemployed Plymouth, MN Feb 2012 - Oct 2013 1
Northland Securities Minneapolis, MN Sep 2011 - Jan 2012 < 1
Geraty Investments Eden Prairie, MN Sep 2010 - Jan 2012 1
Agency Trading Group, Inc. Wayzata, MN Jun 2011 - Aug 2011 < 1
Burch & Company Kansas City, MO Sep 2010 - Jun 2011 < 1
Unemployed Eden Prairie, MN Sep 2009 - Aug 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Nancy A. Aadalen
Phone Number: 617-563-7000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    338,001
    MILLIONS
  • Total Number of Accounts
    914,878
    ACCOUNTS
  • Average Account Value
    $369,449
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Nancy Aadalen and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.