Thiago Dossantos, financial advisor Fort Lauderdale FL
90 score

Thiago Dossantos

CRD Number: 5986256
Current Firm: Strategic Advisers, Inc.

Thiago Dossantos (CRD# 5986256) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Fort Lauderdale, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Ft. Lauderdale, FL Apr 2015 - Current 1
Tdameritrade, Inc. Boca Raton, FL Mar 2014 - Apr 2015 1
Fidelity Investments Framingham, MA Sep 2011 - Mar 2014 2
Sprint Framingham, MA May 2008 - Sep 2011 3
Bestbuy Framingham, MA Sep 2007 - May 2008 < 1
Sprint Natick, MA Mar 2007 - Sep 2007 < 1
Target Framingham, MA Nov 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Thiago K. Dossantos
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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