Benjamin Sumner, financial advisor Merrimack NH

Benjamin Sumner

CRD Number: 7121101
Current Firm: Fidelity Personal And Workplace Advisors

Benjamin Sumner (CRD# 7121101) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH May 2019 - Current 5
Unemployed Dover, NH Jan 2019 - May 2019 < 1
Nomads Kitchen LLC Durham, NH May 2018 - Jan 2019 < 1
Felicita LLC Dover, NH Sep 2017 - May 2018 < 1
University Of New Hampshire Durham, NH Jun 2017 - Sep 2017 < 1
Durham Book Exchange Durham, NH Jul 2016 - Jul 2017 1
University Of New Hampshire Durham, NH Aug 2016 - May 2017 < 1
University Of New Hampshire Durham, NH Jan 2015 - May 2017 2
On The Vine Marketplace Exeter, NH May 2015 - Sep 2015 < 1
Unemployed Exeter, NH Sep 2014 - Dec 2014 < 1
Pizzeria Da Vinci Middlefield, CT Nov 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Benjamin D. Sumner
Phone Number: 617-563-7000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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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