Zia Sultan (CRD# 7472835) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Murrysville, PA and has 1 year of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Clarksville, MD | Jan 2023 - Current | 1 |
| Unemployed | Pittsburgh, PA | Jun 2022 - Dec 2022 | < 1 |
| Lpl Financial | Export, PA | Nov 2021 - May 2022 | < 1 |
| Yts Wealth Management | Export, PA | Nov 2021 - May 2022 | < 1 |
| Unemployed | Pittsburgh, PA | May 2021 - Nov 2021 | < 1 |
| Provident Charter School | Pittsburgh, PA | Jan 2021 - May 2021 | < 1 |
| Unemployed | Pittsburgh, PA | Jul 2020 - Jan 2021 | < 1 |
| Propel Charter Schools | Turtle Creek, PA | Aug 2019 - Jul 2020 | < 1 |
| Unemployed | Pittsburgh, PA | Jun 2019 - Aug 2019 | < 1 |
| Wesley Family Services | Pittsburgh, PA | Jan 2019 - Jun 2019 | < 1 |
| Precision Hr Staffing | Carnegie, PA | Jan 2018 - Jun 2019 | 1 |
| Carnegie Museum Of Natural History | Pittsburgh, PA | Jun 2018 - Jan 2019 | < 1 |
| Westinghouse Arts Academy | Wilmerding, PA | Dec 2017 - Jun 2018 | < 1 |
| Unemployed | Pittsburgh, PA | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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