Peter McKennaCRD Number: 6579032
Current Firm: Fidelity Personal And Workplace Advisors
Peter McKenna (CRD# 6579032) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 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||Merrimack, NH||Sep 2015 - Current||6|
|Unemployed||Hingham, MA||May 2015 - Sep 2015||< 1|
|Saint Michael's College||Colchester, VT||Aug 2014 - May 2015||< 1|
|Northeast Water Resources Network||Newark, DE||Jun 2014 - Aug 2014||< 1|
|Saint Michael's College||Colchester, VT||Aug 2013 - May 2014||< 1|
|Massachusetts Department Of Unemployment Assistance||Boston, MA||Jun 2013 - Aug 2013||< 1|
|The Charlotte Inn||Edgartown, MA||Jun 2013 - Aug 2013||< 1|
|Saint Michael's College||Colchester, VT||Aug 2012 - May 2013||< 1|
|The Charlotte Inn||Edgartown, MA||May 2012 - Aug 2012||< 1|
|Saint Michael's College||Colchester, VT||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2016|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
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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