Samuel Mershon, financial advisor Covington KY

Samuel Mershon

CRD Number: 6760730
Current Firm: Fidelity Personal And Workplace Advisors

Samuel Mershon (CRD# 6760730) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors 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 Service LLC Covington, KY Feb 2017 - Current 4
Hall's Paving And Sealing Covington, KY Jun 2016 - Feb 2017 < 1
Mnc Brokerage Covington, KY Mar 2016 - Feb 2017 < 1
Northern Kentucky University Highland Heights, KY Aug 2012 - Dec 2016 4
Fifth Third Bank Erlanger, KY Mar 2015 - Apr 2016 1
Sears Hometown And Outlet Alexandria, KY Jun 2013 - Aug 2015 2
Totter's Otterville Latonia, KY Aug 2014 - Jan 2015 < 1
Toddler Town Covington, KY Jun 2014 - Jan 2015 < 1
Mcdonalds Latonia, KY Jan 2010 - Apr 2014 4
Holy Cross High School Latonia, KY Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Samuel A. Mershon
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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