Steven Mayo, financial advisor Jacksonville FL

Steven Mayo

CRD Number: 6567977
Current Firm: Fidelity Personal And Workplace Advisors

Steven Mayo (CRD# 6567977) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 4 years of experience in the finance industry.

Similar Advisors
Margo Abdo, financial advisor Jacksonville FL
Margo Abdo
CRD# 2581945
Deutsche Bank Securities Inc.
Similar Advisors
Obyda Abushaib, financial advisor Jacksonville FL
Obyda Abushaib
CRD# 6942351
Fidelity Personal And Workplace Advisors
Similar Advisors
Kenneth Ackis, financial advisor Jacksonville FL
Kenneth W. Ackis
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 3
Fidelity Brokerage Services LLC Jacksonville, FL Mar 2017 - Current 4
Coopers Hawk Winery Jacksonville, FL Sep 2016 - Dec 2016 < 1
University Of North Florida Jacksonville, FL Aug 2013 - Dec 2016 3
Merrill Lynch Jacksonville, FL Oct 2015 - May 2016 < 1
Sangria's Wine And Tapas Bar St Augustine, FL Apr 2013 - Oct 2015 2
Campbell University Buies Creek, NC Aug 2011 - May 2013 1
Practical Ownership Inc. Brooklyn, OH Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Steven W. Mayo
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.