Samantha D'agatiCRD Number: 6205340
Current Firm: Fidelity Personal And Workplace Advisors
Samantha D'agati (CRD# 6205340) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 5 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Brokerage Services LLC||Danvers, MA||Jun 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Aug 2014 - May 2021||6|
|Unemployed/college||Plymouth, NH||Feb 2014 - Jul 2014||< 1|
|Under Armour||Tilton, NH||Nov 2013 - Jan 2014||< 1|
|Unemployed/college||Plymouth, NH||Sep 2013 - Oct 2013||< 1|
|Merrill Lynch Pierce Fenner & Smith||Boston, MA||May 2013 - Aug 2013||< 1|
|Unemployed/college||Plymouth, NH||Feb 2013 - Apr 2013||< 1|
|Under Armour||Merrimack, NH||Nov 2012 - Jan 2013||< 1|
|Unemployed/college||Plymouth, NH||Sep 2012 - Oct 2012||< 1|
|Saks Fifth Avenue||Merrimack, NH||May 2012 - Aug 2012||< 1|
|Under Armour||Merrimack, NH||May 2012 - Aug 2012||< 1|
|Unemployed/college||Plymouth, NH||Apr 2010 - Apr 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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