Connor PoirierCRD Number: 7257430
Current Firm: Fidelity Personal And Workplace Advisors
Connor Poirier (CRD# 7257430) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 2 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Fidelity Investments||Framingham, MA||May 2020 - Current||3|
|Full-time Education||Fairfield, CT||Aug 2019 - May 2020||< 1|
|Fidelity Investments||Framingham, MA||May 2019 - Aug 2019||< 1|
|Full-time Education||Fairfield, CT||Jan 2019 - May 2019||< 1|
|The Kraft Group||Foxboro, MA||May 2016 - Jan 2019||2|
|Full-time Education||North Attleboro, MA||Jan 2010 - May 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2021|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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