Rami Odeh, financial advisor New York NY

Rami Odeh

CRD Number: 6735493
Current Firm: Fidelity Personal And Workplace Advisors

Rami Odeh (CRD# 6735493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC New York City, NY Jul 2020 - Current 1
Charles Schwab Bank New York City, NY May 2018 - Jul 2020 2
Charles Schwab & Company, Inc. New York City, NY Dec 2016 - Jul 2020 3
Sincalir Community College Dayton, OH Oct 2015 - Oct 2016 1
American Modern Insurance Group Amelia, OH Apr 2015 - Oct 2015 < 1
Deloitte & Touche Dubai, Nov 2013 - Mar 2015 1
Oday Properties, LLC Xenia, OH Sep 2009 - Nov 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Rami K. Odeh
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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