Ryan Fitzpatrick (CRD# 7781845) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Framingham, MA | Jul 2023 - Current | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2019 - Jun 2023 | 3 |
| Mfs Investments | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Lifetime Fitness | Peabody, MA | Jun 2021 - Dec 2021 | < 1 |
| Wakefield Youth Lacrosse Camp (amercial Civic Center) | Wakefield, MA | Jul 2019 - Aug 2019 | < 1 |
| Arbella Insurance Group | Wakefield, MA | Jun 2019 - Aug 2019 | < 1 |
| Williston Northampton School | Easthampton, MA | Sep 2018 - Jun 2019 | < 1 |
| Piece By Piece Moving And Storage Company | Newton, MA | Nov 2018 - Apr 2019 | < 1 |
| Advanced Placement Sports (new England Twister) | Wilimington, MA | Jun 2018 - Sep 2018 | < 1 |
| Wakefield Youth Lacrosse Camp (amercial Civic Center) | Wakefield, MA | Jul 2018 - Aug 2018 | < 1 |
| Wakefield Memorial High School | Wakefield, MA | Sep 2014 - Jun 2018 | 3 |
| Wakefield Academy | Wakefield, MA | Nov 2016 - Mar 2017 | < 1 |
| Full-time Education (student At Wakefield Memorial High School) | Wakefield, MA | Jul 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- MA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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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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