Nicholas SchaeferCRD 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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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
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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