Brandon Riso (CRD# 7304117) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Covington, KY | Oct 2022 - Current | 1 |
Peach Closets | Kenilworth, NJ | Apr 2022 - Jul 2022 | < 1 |
Self Employed | Port Monmouth, NJ | Mar 2021 - Mar 2022 | 1 |
Paulson Investment Company | New York, NY | Nov 2020 - Feb 2021 | < 1 |
Shocase Auto | Belford, NJ | Jul 2020 - Aug 2020 | < 1 |
Borrell And Riso LLC | Staten Island, NY | May 2020 - Jun 2020 | < 1 |
Rutgers | New Brunswick, NJ | Sep 2016 - May 2020 | 3 |
Tla | Staten Island, NY | Jul 2019 - Aug 2019 | < 1 |
Shoprite | Middletown, NJ | May 2017 - Jul 2017 | < 1 |
Fths | Freehold, NJ | Sep 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2020 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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