David Herrell, financial advisor Greenwood Village CO

David Herrell

CRD Number: 2620077
Current Firm: Fidelity Personal And Workplace Advisors

David Herrell (CRD# 2620077) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Greenwood Village, CO Oct 2019 - Current 4
Unemployed Denver, CO May 2019 - Sep 2019 < 1
Larry Miller Ford Lakewood, CO Jun 2016 - Apr 2019 2
Unemployed Denver, CO Jun 2015 - Jun 2016 1
Home Depot Golden, CO Apr 2014 - Apr 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1995
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for David M. Herrell
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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
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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