Nicholas Schaefer, financial advisor Merrimack NH

Nicholas Schaefer

CRD Number: 7143940
Current Firm: Fidelity Personal And Workplace Advisors

Nicholas Schaefer (CRD# 7143940) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Sep 2021 - Current < 1
The Vanguard Group, Inc. Malvern, PA Jul 2019 - Aug 2021 2
Abercrombie And Fitch Allentown, PA Jun 2018 - Jun 2019 1
Saint Joseph's University Philadelphia, PA Jan 2017 - May 2019 2
Blue Mountain Resort Palmerton, PA Nov 2013 - Mar 2019 5
Jetson Specialty Marketing Kutztown, PA May 2018 - Jan 2019 < 1
Schaefer Industries Inc. Allentown, PA Apr 2012 - Sep 2017 5
Bloomsburg University Of Pennsylvania Bloomsburg, PA Sep 2014 - Dec 2016 2
Jaindl Enterprises Allentown, PA May 2016 - Aug 2016 < 1
Allentown Central Catholic High School Allentown, PA Sep 2010 - May 2014 3
Amc Theatre Allentown, PA Nov 2013 - Jan 2014 < 1
Albrights Hardware And Garden Center Allentown, PA May 2012 - Sep 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2019
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Nicholas E. Schaefer
Phone Number: 617-563-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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