Meghan Modafferi (CRD# 6816579) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Paramus, NJ | Jun 2017 - Current | 6 |
| University Of Hartford | West Hartford, CT | Feb 2017 - May 2017 | < 1 |
| Student | West Hartford, CT | Sep 2016 - Jan 2017 | < 1 |
| Veritude | Paramus, NJ | Jun 2016 - Aug 2016 | < 1 |
| University Of Hartford | West Hartford, CT | Mar 2016 - May 2016 | < 1 |
| Student | West Hartford, CT | Oct 2015 - Feb 2016 | < 1 |
| The Ridgewood Country Club | Paramus, NJ | May 2015 - Sep 2015 | < 1 |
| Robex | West Hartford, CT | Oct 2014 - Mar 2015 | < 1 |
| Hickory Hill Golf Course | Warwick, NY | May 2014 - Aug 2014 | < 1 |
| Student | West Hartford, CT | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
- NY
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.