Charles Slone, financial advisor Greenwood Village CO

Charles Slone

CRD Number: 6919610
Current Firm: Fidelity Personal And Workplace Advisors

Charles Slone (CRD# 6919610) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Denver, CO Feb 2018 - Current 4
Avenica Chicago, IL Aug 2017 - Nov 2017 < 1
Northern Trust Corp. Chicago, IL Nov 2016 - May 2017 < 1
Scotty's Brewhouse Noblesville, IN Jun 2016 - Nov 2016 < 1
Wolfie's Noblesville, IN Jul 2016 - Oct 2016 < 1
Iu Moneysmarts Bloomington, IN Aug 2015 - May 2016 < 1
Indiana University Bloomington, IN Aug 2013 - May 2016 2
21st Amendment Carmel, IN Jul 2014 - Jan 2016 1
Twin Lakes Recreation Center Bloomington, IN Nov 2013 - Jan 2015 1
Park Ops Carmel, IN Jun 2014 - Aug 2014 < 1
Modern Business Concepts Indianapolis, IN May 2014 - Aug 2014 < 1
Indiana Basketball Academy Indianapolis, IN Aug 2008 - Mar 2014 5
Iupui Indianapolis, IN Jan 2013 - May 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Charles A. Slone
Phone Number: 617-563-7000
Registered State(s):
  • MD
  • TX
  • VA
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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