Kathryn Condon (CRD# 7271627) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Matthews, NC and has over 3 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Charlotte, NC | Jul 2021 - Current | 2 |
| Montford Billiards | Charlotte, NC | Jun 2021 - Jul 2021 | < 1 |
| Sip | Charlotte, NC | Mar 2021 - Jul 2021 | < 1 |
| Wells Fargo Clearing Services LLC | Charlotte, NC | Jun 2020 - May 2021 | < 1 |
| Rhi General Group | San Ramon, CA | Jun 2020 - Sep 2020 | < 1 |
| Unemployed | Charlotte, NC | Mar 2020 - Jun 2020 | < 1 |
| Winthrop University | Rock Hill, SC | Aug 2018 - May 2020 | 1 |
| Sip | Charlotte, NC | Jan 2018 - Mar 2020 | 2 |
| Brazwells | Charlotte, NC | Sep 2016 - May 2018 | 1 |
| Whisky River | Charlotte, NC | Jul 2015 - Mar 2017 | 1 |
| Mcgarry Bowen | New York, NY | Feb 2015 - Jun 2015 | < 1 |
| Charthouse | Weehawken, NJ | Aug 2014 - Jan 2015 | < 1 |
| Pf Market | West Caldwell, NJ | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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