Daniel Morcos (CRD# 7716029) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has 1 year of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Dublin, CA | Mar 2023 - Current | 1 |
University Of California, Davis | Davis, CA | Sep 2021 - Mar 2023 | 1 |
Wireless Advocates LLC | Livermore, CA | Sep 2019 - Sep 2021 | 2 |
Diablo Valley Community College | San Ramon, CA | Jan 2019 - Jun 2021 | 2 |
Exel Inc. | Livermore, CA | Apr 2020 - Jun 2020 | < 1 |
American Media LLC | Pleasanton, CA | Apr 2019 - Jul 2019 | < 1 |
Tesla | Fremont, CA | Nov 2018 - Dec 2018 | < 1 |
West Valley Engineering Inc. | Sunnyvale, CA | Jun 2018 - Sep 2018 | < 1 |
Dougherty Valley High School | San Ramon, CA | Sep 2014 - Jun 2018 | 3 |
Little Hills Events | San Ramon, CA | Jan 2018 - Apr 2018 | < 1 |
Windemere Ranch Middle School | San Ramon, CA | Sep 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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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