Stefano Tecce, financial advisor Merrimack NH

Stefano Tecce

CRD Number: 6989431
Current Firm: Fidelity Personal And Workplace Advisors

Stefano Tecce (CRD# 6989431) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 5 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Merrimack NH
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Peter Canniff, financial advisor Merrimack NH
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Stephen Mathieu, financial advisor Merrimack NH
Stephen N. Mathieu
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name Location Dates Years
Fidelity Investments Merrimack, NH Oct 2021 - Current 2
Coventry Direct Fort Washington, PA Oct 2020 - Oct 2021 1
The Vanguard Group, Inc. Malvern, PA Jul 2018 - Sep 2020 2
Nutrisystem Inc. Fort Washington, PA Dec 2011 - Jun 2020 8
Insomnia Cookies Newtown Square, PA Feb 2020 - Mar 2020 < 1
Kutztown University Kutztown, PA Sep 2016 - May 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Stefano S. Tecce
Phone Number: 617-563-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.