Sara Bergida, financial advisor Ft. Lauderdale FL

Sara Bergida

CRD Number: 6705511
Current Firm: Fidelity Personal And Workplace Advisors

Sara Bergida (CRD# 6705511) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ft. Lauderdale, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Atlanta, GA Jun 2017 - Current 4
Scottrade Tallahassee, FL Aug 2016 - Jun 2017 < 1
Mcg Tallahassee, FL Aug 2016 - Jan 2017 < 1
Fidelity Investments Fort Lauderdale, FL Jun 2016 - Aug 2016 < 1
Walter Green Boutique Tallahassee, FL May 2015 - May 2016 1
Mcg Boca Raton, FL May 2014 - Oct 2015 1
Unemployed Tallahassee, FL Jul 2013 - May 2015 1
Peter Blum Ymca Boca Raton, FL Sep 2012 - Jun 2013 < 1
Unemployed Boca Ratpm, FL Jun 2007 - Sep 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Sara J. Bergida
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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 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, WY

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