James Barri (CRD# 6919609) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Merrimack, NH | Feb 2018 - Current | 6 |
| Datadog | Boston, MA | Jun 2017 - Jan 2018 | < 1 |
| Brooksource | West Hartford, CT | Jun 2016 - May 2017 | < 1 |
| University Of Connecticut | Storrs, CT | Aug 2012 - May 2016 | 3 |
| S'well Bottle | New York, NY | Jun 2015 - Aug 2015 | < 1 |
| Brooks Brother's | Clinton, CT | Jun 2014 - Aug 2014 | < 1 |
| Ac Peterson's | Old Lyme, CT | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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