Anthony Tramontozzi (CRD# 7413079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Merrimack, NH | Jul 2021 - Current | 2 |
Providence College | Providence, RI | Aug 2017 - May 2021 | 3 |
Amicus Properties LLC | Providence, RI | May 2020 - Aug 2020 | < 1 |
Law Office Of John D. Masciarelli | Reading, MA | May 2019 - Jun 2020 | 1 |
Institute For Economics And Peace | St. Leonard's, | Sep 2019 - Dec 2019 | < 1 |
Capa Global Education Network | Sydney, | Sep 2019 - Dec 2019 | < 1 |
Applebee's | Woburn, MA | May 2018 - Dec 2019 | 1 |
Providence College | Providence, RI | Sep 2017 - May 2018 | < 1 |
Middleton Golf Course | Middleton, MA | Jun 2017 - Aug 2017 | < 1 |
North Reading High School | North Reading, MA | Sep 2013 - Jun 2017 | 3 |
Ma Youth Soccer Referee | North Reading, MA | Apr 2010 - Jun 2017 | 7 |
North Reading Public Schools | North Reading, MA | Jun 2016 - Aug 2016 | < 1 |
Sanborn Place, Home Care & Day Services | Reading, MA | Jun 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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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
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