William ConsavageCRD 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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|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|
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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