Robert Garrido-Lecca, financial advisor Jacksonville FL

Robert Garrido-Lecca

CRD Number: 6730477
Current Firm: Fidelity Personal And Workplace Advisors

Robert Garrido-Lecca (CRD# 6730477) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL Feb 2018 - Current 2
Bank Of America Saint Augustine, FL Nov 2016 - Feb 2018 1
Pro-vigil Surveillance Services Saint Augustine, FL Jul 2016 - Nov 2016 < 1
Tyco Integrated Security Jacksonville, FL Sep 2015 - Jul 2016 < 1
Adt Security Services Jacksonville, FL Jul 2012 - Sep 2015 3
First Equity Mortgage Bankers Miami, FL May 2011 - Jul 2012 1
Embrace Home Loans Miami, FL Feb 2010 - Feb 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S66 NASAA Uniform Combined State Law Examination Aug 2019
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.

Get Details on the FINRA Advisor Check site
Contact Info for Robert Garrido-Lecca
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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
  • 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, WY

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