Steven Paramo, financial advisor Mountain View CA

Steven Paramo

CRD Number: 6374249
Current Firm: Fidelity Personal And Workplace Advisors

Steven Paramo (CRD# 6374249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Mountain View, CA Jul 2020 - Current 3
Charles Schwab & Company, Inc. Los Angeles, CA Oct 2017 - Jun 2020 2
Charles Schwab Bank Los Angeles, CA Oct 2017 - Jun 2020 2
Uber Technologies, Inc. San Francisco, CA May 2017 - Sep 2017 < 1
Lyft San Francisco, CA May 2017 - Sep 2017 < 1
The Ayco Company, L.p./mercer Allied Irvine, CA Jun 2013 - Feb 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Steven R. Paramo
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • 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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