Devin Berkowitz (CRD# 7563183) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 2 years 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 | Dec 2023 - Current | < 1 |
| 49 Wealth Management | Austin, TX | May 2023 - Dec 2023 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2022 - Dec 2023 | 1 |
| Thrivent Advisor Network Dba 49 Financial | Houston, TX | Mar 2022 - Dec 2022 | < 1 |
| Boise State University | Boise, ID | Aug 2018 - May 2022 | 3 |
| Taphouse | Boise, ID | Mar 2021 - Feb 2022 | < 1 |
| San Ramon High School | San Ramon, CA | Aug 2014 - Jun 2018 | 3 |
| Las Vegas Raiders | Napa, CA | Oct 2016 - Mar 2018 | 1 |
| Iron Horse Middle School | San Ramon, CA | Aug 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
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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