Stephanie Fontini, financial advisor Morristown NJ
90 score

Stephanie Fontini

CRD Number: 6097233
Current Firm: Strategic Advisers, Inc.

Stephanie Fontini (CRD# 6097233) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Morristown, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Morristown, NJ May 2012 - Current 4
Student Ewing, NJ Dec 2011 - May 2012 < 1
Student Florence, Aug 2011 - Dec 2011 < 1
Virgin Mobile Warren, NJ May 2011 - Aug 2011 < 1
Kat Man Du Trenton, NJ Aug 2010 - May 2011 < 1
Clinton Township Recreation Clinton, NJ May 2010 - Aug 2010 < 1
Creative Strategy Group Yardley, PA May 2010 - Aug 2010 < 1
Student Ewing, NJ Aug 2009 - May 2010 < 1
Old Riverhouse Restaurant Clinton, NJ May 2009 - Aug 2009 < 1
Student Bloomington, IN Aug 2008 - May 2009 < 1
Old Riverhouse Restaurant Clinton, NJ Feb 2007 - Aug 2008 1
Student Clinton, NJ Aug 2006 - Feb 2007 < 1
Top Dog Tennis Lebanon, NJ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Stephanie C. Fontini
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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