Katherine Connolly (CRD# 7788164) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 2473844
Flynn Zito Capital Management, LLC
CRD# 6826987
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | New York, NY | Nov 2023 - Current | < 1 |
The Broadway | South Boston, MA | Aug 2023 - Nov 2023 | < 1 |
Pruco Securities LLC | Wakefield, MA | Jun 2023 - Nov 2023 | < 1 |
Brookside Math Education Incorporated | Marshfield, MA | Apr 2023 - Aug 2023 | < 1 |
Wellesley Public Schools | Wellesley, MA | Aug 2020 - Jun 2023 | 2 |
Junebug | Charlestown, MA | Feb 2022 - Jun 2022 | < 1 |
Lilly Pulitzer | Boston, MA | Jun 2021 - Aug 2021 | < 1 |
Framingham Public Schools | Framingham, MA | Aug 2019 - Jun 2020 | < 1 |
Boston College | Chestnut Hill, MA | Jul 2018 - Aug 2019 | 1 |
Newton Public Schools | Newton, MA | Aug 2018 - Jul 2019 | < 1 |
Catholic University Of America | Washington, DC | Aug 2014 - Jun 2018 | 3 |
Church Of The Advent | Washington, DC | Sep 2017 - Dec 2017 | < 1 |
Portside Tavern | Hyannis, MA | Jul 2017 - Aug 2017 | < 1 |
In The Pink Stores | Osterville, MA | May 2013 - Aug 2017 | 4 |
Teach For America | Cleveland, MS | Jun 2016 - Jul 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NY
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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
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