David Harden, financial advisor Troy MI

David Harden

CRD Number: 5520231
Current Firm: Fidelity Personal And Workplace Advisors

David Harden (CRD# 5520231) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Troy, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Troy, MI Jun 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clinton Township, MI May 2018 - Jun 2020 2
Bank Of America, N.a. Clinton Township, MI May 2018 - Jun 2020 2
Unemployed Grosse Pointe, MI Mar 2018 - May 2018 < 1
Scottrade, Inc. Grosse Pointe Farms, MI Aug 2016 - Mar 2018 1
J.p. Morgan Securities LLC Laguna Hills, CA Oct 2012 - Aug 2016 3
Jpmorgan Chase Bank Na Detroit, MI Apr 2010 - Aug 2016 6
Butter Run Inc. Grosse Pointe, MI Aug 2011 - Jul 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for David Harden
Phone Number: 617-563-7000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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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