Evan BroisCRD Number: 6945504
Current Firm: Fidelity Personal And Workplace Advisors
Evan Brois (CRD# 6945504) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Clearwater, FL and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Fidelity Brokerage Services LLC||Tampa, FL||Sep 2021 - Current||2|
|J.p. Morgan Securities LLC||Mount Kisco, NY||Jun 2019 - Aug 2021||2|
|Jpmorgan Chase Bank, N.a.||Mount Kisco, NY||Jun 2019 - Aug 2021||2|
|Unemployed||Mount Kisco, NY||Dec 2018 - May 2019||< 1|
|Laidlaw & Company (uk) Ltd.||New York, NY||Apr 2018 - Nov 2018||< 1|
|Laidlaw & Company||New York, NY||Apr 2018 - Nov 2018||< 1|
|Unemployed||Mount Kisco, NY||Sep 2016 - Mar 2018||1|
|Rjt Carpentry||Bedford, NY||May 2016 - Aug 2016||< 1|
|P. Morrissey Contracting, Inc.||Mount Kisco, NY||Jun 2012 - Aug 2016||4|
|Ny Pizza||Albany, NY||Oct 2015 - May 2016||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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