Javier Diaz Orihuela, financial advisor Coral Gables FL

Javier Diaz Orihuela

CRD Number: 6690344
Current Firm: Fidelity Personal And Workplace Advisors

Javier Diaz Orihuela (CRD# 6690344) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Coral Gables, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Coral Gables, FL Feb 2020 - Current < 1
Self Employed San Francisco, CA May 2019 - Jan 2020 < 1
The Vanguard Group, Inc. Charlotte, NC Aug 2016 - Jan 2020 3
Wake Forest University Winston-salem, NC Aug 2012 - May 2016 3
Pepsico Winston-salem, NC Jul 2015 - Dec 2015 < 1
Wake Forest University Winston-salem, NC Aug 2012 - Dec 2013 1
Food Lion LLC Morehead City, NC Oct 2011 - Aug 2012 < 1
West Carteret High School Morehead City, NC Aug 2008 - Jun 2012 3
Food Lion LLC Newport, NC May 2011 - Oct 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Javier O. Diaz Orihuela
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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