Michael Norman, financial advisor Garden City NY

Michael Norman

CRD Number: 6750743
Current Firm: Fidelity Personal And Workplace Advisors

Michael Norman (CRD# 6750743) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Garden City, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Westlake, TX Sep 2019 - Current 2
National Financial Services Westlake, TX Apr 2015 - Sep 2019 4
Renewal By Anderson Farmingdale, NY Dec 2013 - Jan 2015 1
Michael G Norman Cpa Pc Jericho, NY Apr 2008 - Dec 2014 6
Nassau Country Club Glen Cove, NY May 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2019
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Michael J. Norman
Phone Number: 617-563-7000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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