Samantha Bykowski, financial advisor Katy TX

Samantha Bykowski

CRD Number: 6663476
Current Firm: Fidelity Personal And Workplace Advisors

Samantha Bykowski (CRD# 6663476) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Katy, TX Jun 2017 - Current 4
Veritude Houston, TX Nov 2016 - Jun 2017 < 1
Unemployed Katy, TX Aug 2016 - Nov 2016 < 1
Kestra Financial Austin, TX Jun 2016 - Aug 2016 < 1
Kate Spade San Marcos, TX Nov 2013 - Jul 2016 2
Student San Marcos, TX Aug 2013 - Oct 2013 < 1
Ymca Katy, TX May 2013 - Aug 2013 < 1
Student San Marcos, TX Aug 2012 - May 2013 < 1
Ymca Katy, TX Oct 2011 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Samantha N. Bykowski
Phone Number: 617-563-7000
Registered State(s):
  • 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

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