Natalia Styburski (CRD# 7149787) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | New York, NY | Jul 2019 - Current | 4 |
| Unemployed | Tewksbury, MA | Aug 2018 - Jul 2019 | < 1 |
| Fidelity Investments | Chicago, IL | Jun 2018 - Aug 2018 | < 1 |
| Joe's American Bar And Grill | Boston, MA | Jun 2017 - Jun 2018 | 1 |
| Unemployed | Tewksbury, MA | Aug 2016 - Jun 2017 | < 1 |
| Dandi Lyons | Tewksbury, MA | May 2014 - Aug 2016 | 2 |
| Unemployed | Tewksbury, MA | Jul 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- NY
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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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