Kristen Candella, financial advisor Boston MA

Kristen Candella

CRD Number: 6080511
Current Firm: Fidelity Personal And Workplace Advisors

Kristen Candella (CRD# 6080511) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 10 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Brokerage Services LLC Naples, FL Jan 2017 - Current 7
Rbc Capital Markets, LLC New Haven, CT Aug 2014 - Jan 2017 2
Private Capital Group, LLC West Hartford, CT Jun 2012 - May 2014 1
Nfp Securities, Inc. West Hartford, CT Jun 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kristen L. Candella
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
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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