Clarissa Coombs, financial advisor Ithaca NY

Clarissa Coombs

CRD Number: 3031605
Current Firm: Fidelity Personal And Workplace Advisors

Clarissa Coombs (CRD# 3031605) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ithaca, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Rochester, NY Aug 2020 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Ithaca, NY Sep 2018 - Aug 2020 1
Tiaa Ithaca, NY Sep 2018 - Aug 2020 1
Morgan Stanley Ithaca, NY Dec 2012 - Sep 2018 5
Morgan Stanley Private Bank, National Association New York, NY Feb 2012 - Sep 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Clarissa L. Coombs
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • NY
  • 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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