William Consavage, financial advisor Merrimack NH

William Consavage

CRD Number: 7054129
Current Firm: Fidelity Personal And Workplace Advisors

William Consavage (CRD# 7054129) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Nashua, NH Dec 2018 - Current 3
Unemployed Derry, NH Sep 2018 - Dec 2018 < 1
Goodway Group Burlington, MA Jul 2018 - Sep 2018 < 1
Unemployed Derry, NH May 2018 - Jul 2018 < 1
Ups Ground Nashua, NH Dec 2017 - May 2018 < 1
Unemployed Derry, NH May 2017 - Dec 2017 < 1
Bentley University Waltham, MA Aug 2015 - May 2017 1
Mobile Gas Station Londonderry, NH May 2015 - Aug 2015 < 1
Bentley University Waltham, MA Aug 2014 - May 2015 < 1
Harvey Building Products Londonderry, NH May 2014 - Aug 2014 < 1
Bentley University Waltham, MA Aug 2013 - May 2014 < 1
Sweeny Construction Andover, MA May 2013 - Aug 2013 < 1
The Williston Northampton School Easthampton, MA May 2012 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for William M. Consavage
Phone Number: 617-563-7000
Registered State(s):
  • NH
  • 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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