Paul StanovichCRD Number: 7273328
Current Firm: Fidelity Personal And Workplace Advisors
Paul Stanovich (CRD# 7273328) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Merrimack, NH||Jun 2020 - Current||1|
|College Of The Holy Cross||Worcester, MA||Jun 2016 - May 2020||3|
|College Of The Holy Cross||Worcester, MA||Jun 2018 - Aug 2019||1|
|Rac Pac||Oxford, MA||Jul 2017 - Jul 2017||< 1|
|St. John's High School||Shrewsbury, MA||Jun 2012 - Jun 2016||4|
|Chocksett Middle School||Sterling, MA||Jun 2010 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2020|
|S66||NASAA Uniform Combined State Law Examination||Oct 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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