Michael Giordano, financial advisor Manalapan NJ
90 score

Michael Giordano

CRD Number: 5352775
Current Firm: Strategic Advisers, Inc.

Michael Giordano (CRD# 5352775) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Manalapan, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Shrewsbury, NJ Mar 2012 - Current 4
Barclays Wealth Inc. New York, NY Sep 2008 - Mar 2012 3
Lehman Brothers Inc. New York, NY Mar 2008 - Sep 2008 < 1
William Paterson University Wayne, NJ Jan 2007 - Feb 2008 1
The Brownstone Paterson, NJ Jan 2004 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Michael Giordano
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
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
90
Clean Record
This advisor has a clean track record with regulators.

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