Gerasimos Melissaratos, financial advisor Princeton NJ

Gerasimos Melissaratos

CRD Number: 5908089
Current Firm: Fidelity Personal And Workplace Advisors

Gerasimos Melissaratos (CRD# 5908089) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Princeton, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Princeton, NJ Apr 2020 - Current 3
Td Ameritrade Marlton, NJ Jul 2013 - Apr 2020 6
Self Employed Moorestown, NJ Jun 1999 - Apr 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Gerasimos Melissaratos
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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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