William Bereszniewicz (CRD# 7054298) 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. William Bereszniewicz has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Burlington, MA | Apr 2019 - Current | 5 |
North American Management Corp | Boston, MA | Mar 2016 - Apr 2019 | 3 |
Jpmorgan Chase & Company | Boston, MA | Sep 2015 - Mar 2016 | < 1 |
Los Angeles Dodgers | Los Angeles, CA | Jun 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2019 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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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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