Stephen SacherCRD Number: 4301997
Current Firm: Fidelity Personal And Workplace Advisors
Stephen Sacher (CRD# 4301997) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 20 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Brokerage Services LLC||Burlington, MA||Jan 2019 - Current||4|
|Wbb Securities LLC||Clark, NJ||Jun 2018 - Jan 2019||< 1|
|Unemployed||Needham, MA||Nov 2017 - Jun 2018||< 1|
|Mizuho Securities Usa Inc.||Boston, MA||Jun 2014 - Nov 2017||3|
|Avondale Parnters, LLC||Nashville, TN||Sep 2008 - Jun 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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