Diego Chalco (CRD# 7306095) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has over 3 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Chappaqua, NY | Jun 2022 - Current | 1 |
Law Office Of W. Paul Alvarez, Pllc | Pleasantville, NY | Jan 2022 - Jun 2022 | < 1 |
The Vanguard Group, Inc. | Malvern, PA | Oct 2020 - May 2022 | 1 |
Julie Mullaney, Attorney At Law | Mount Kisco, NY | Nov 2014 - Sep 2020 | 5 |
Iona College | New Rochelle, NY | Feb 2018 - May 2019 | 1 |
Blue Laurel Marketing Concepts | Orangeburg, NY | Jan 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2020 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
-
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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