Liz Cardasis, financial advisor Palm Beach Gardens FL

Liz Cardasis

CRD Number: 6194543
Current Firm: Fidelity Personal And Workplace Advisors

Liz Cardasis (CRD# 6194543) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palm Beach Gardens, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Brokerage Services, LLC Jacksonville, FL May 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Liz K. Cardasis
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • 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

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