Connor Gilbert (CRD# 7419390) 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# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jul 2021 - Current | 2 |
| Melrose High School | Melrose, MA | Aug 2020 - Jul 2021 | < 1 |
| Myopia Hunt Club | South Hamilton, MA | Jun 2020 - Aug 2020 | < 1 |
| Melrose High School | Melrose, MA | Aug 2019 - Jun 2020 | < 1 |
| Bb&n Summer Program | Cambridge, MA | Jun 2019 - Aug 2019 | < 1 |
| Melrose High School | Melrose, MA | Aug 2018 - Jun 2019 | < 1 |
| Myopia Hunt Club | South Hamilton, MA | May 2018 - Aug 2018 | < 1 |
| Westfield State University | Westfield, MA | Aug 2017 - May 2018 | < 1 |
| Myopia Hunt Club | South Hamilton, MA | May 2017 - Aug 2017 | < 1 |
| Westfield State University | Westfield, MA | Aug 2016 - May 2017 | < 1 |
| Myopia Hunt Club | South Hamilton, MA | May 2016 - Aug 2016 | < 1 |
| Westfield State University | Westfield, MA | Aug 2015 - May 2016 | < 1 |
| Myopia Hunt Club | South Hamilton, MA | May 2015 - Aug 2015 | < 1 |
| Westfield State University | Westfield, MA | Aug 2014 - May 2015 | < 1 |
| City Of Melrose-dpw | Melrose, MA | Jun 2014 - Aug 2014 | < 1 |
| Melrose High School | Melrose, MA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 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
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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