Nathan LugoCRD Number: 6545475
Current Firm: Fidelity Personal And Workplace Advisors
Nathan Lugo (CRD# 6545475) 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||Los Angeles, CA||May 2017 - Current||4|
|Jp Morgan Securities LLC||Culver City, CA||Aug 2015 - May 2017||1|
|Jpmorgan Chase Bank||Culver City, CA||Oct 2014 - May 2017||2|
|Cal State Los Angeles||Los Angeles, CA||Jan 2013 - Dec 2014||1|
|Jpmorgan Chase Bank||Culver City, CA||Oct 2013 - Oct 2014||1|
|Pet Affaire||Santa Monica, CA||Jun 2010 - Jun 2013||3|
|Santa Monica College||Santa Monica, CA||Jun 2010 - Dec 2012||2|
|Santa Monica College Library||Santa Monica, CA||Aug 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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