Elizabeth Vallone (CRD# 4137574) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 23 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Colony Advisors | Norwell, MA | Sep 2015 - Current | 8 |
| Essential Asset Management, LLC | Norwell, MA | Jul 2015 - Current | 8 |
| Self Employed | Charlestown, MA | Aug 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MA
- TX
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Total Assets Under Management1,074MILLIONS
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Total Number of Accounts3,757ACCOUNTS
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Average Account Value$285,811
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TX, UT, VA, VT, WA
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