Ethan Spada, financial advisor Burlington MA

Ethan Spada

CRD Number: 6745587
Current Firm: Fidelity Personal And Workplace Advisors

Ethan Spada (CRD# 6745587) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Jan 2017 - Current 3
Fmc Ice Sports Pembroke, MA Oct 2014 - Jan 2017 2
Miami University Oxford, OH Jun 2012 - Aug 2014 2
Miami University Oxford, OH Aug 2008 - Dec 2012 4
Miami University Oxford, OH Aug 2010 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Ethan J. Spada
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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

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