Angela Mather, financial advisor Edina MN
93 score

Angela Mather

CRD Number: 5351470
Current Firm: Strategic Advisers, Inc.

Angela Mather (CRD# 5351470) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Edina, MN Sep 2009 - Current 7
Raymond James And Associates Duluth, MN May 2007 - Jul 2009 2
Blackwood Grill And Bar Duluth, MN Jan 2005 - Jul 2009 4
University Of Minnesota Duluth, MN Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Angela M. Mather
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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