Michael Skidmore, financial advisor Covington KY
90 score

Michael Skidmore

CRD Number: 6086837
Current Firm: Strategic Advisers, Inc.

Michael Skidmore (CRD# 6086837) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Mar 2015 - Current 1
Pnc Investments Cold Springs, KY Dec 2013 - Feb 2015 1
Pnc Bank Cold Springs, KY Dec 2013 - Feb 2015 1
Fidelity Brokerage Services, LLC Covington, KY Jun 2012 - Dec 2013 1
Fifth Third Bank, Corp. Newport, KY Mar 2010 - Jun 2012 2
Hayden & Fitzgerald, Pllc Newport, KY Mar 2010 - May 2012 2
Northern Kentucky University- Campus Recreation Highland Heights, KY Sep 2009 - May 2012 2
Northern Kentucky University Highland Heights, KY Aug 2009 - May 2012 2
Pcs Mobile Solutions, LLC Fort Wright, KY Jul 2009 - Mar 2010 < 1
Dicks Sporting Goods Florence, KY May 2009 - Aug 2009 < 1
Service Industry Research Systems Highland Heights, KY Jun 2009 - Jun 2009 < 1
Berea College- Facilities Management Berea, KY Aug 2008 - May 2009 < 1
Berea College Berea, KY Aug 2008 - May 2009 < 1
Mcdonalds Independence, KY Jul 2007 - Aug 2008 1
Simon Kenton High School Independence, KY Aug 2005 - May 2008 2
Sports Of All Sorts Florence, KY May 2007 - Jul 2007 < 1
Gold Star Chili Independence, KY Nov 2006 - Apr 2007 < 1
Mcdonalds Independence, KY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Michael A. Skidmore
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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