Aires Botas, financial advisor Jacksonville FL
81 score

Aires Botas

CRD Number: 5399523
Current Firm: Strategic Advisers, Inc.

Aires Botas (CRD# 5399523) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Jacksonville, FL Jun 2010 - Current 6
North Western Mutual New York, NY May 2010 - Jun 2010 < 1
New York Life Ny, NY Apr 2010 - May 2010 < 1
Garden State Securities, Inc. Wall Twp, NJ Feb 2010 - Mar 2010 < 1
Unemployed Parlin, NJ May 2009 - Jan 2010 < 1
Kean University Union, NJ Sep 2005 - May 2009 3
Gunnallen Financial Tampa, FL May 2007 - Feb 2008 < 1
Nastasi Associates Garden City Park, Long Island, NY Jun 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Aires Botas
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
81

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