Tristan Serrao (CRD# 7339354) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Pembroke Pines, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Jacksonville, FL | May 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Feb 2021 - May 2022 | 1 |
| Florida International University | Maimi, FL | Aug 2018 - May 2022 | 3 |
| Silversea Cruises | Miami, FL | Feb 2019 - Feb 2021 | 2 |
| Ikea | Sunrise, FL | Mar 2018 - Sep 2018 | < 1 |
| Unemployed | Jacksonville, FL | Nov 2017 - Mar 2018 | < 1 |
| Ups | Jacksonville, FL | Nov 2017 - Jan 2018 | < 1 |
| United States Marine Corp | San Diego, CA | Jan 2017 - Oct 2017 | < 1 |
| University Of Central Florida | Orlando, FL | May 2016 - Dec 2016 | < 1 |
| Kelly Services | Orlando, FL | Jan 2016 - Jun 2016 | < 1 |
| Florida State College At Jacksonville | Jacksonville, FL | Jan 2015 - Jun 2016 | 1 |
| First Coast High School | Jacksonville, FL | Aug 2012 - May 2016 | 3 |
| Rowe's Iga | Jacksonville, FL | Feb 2015 - Nov 2015 | < 1 |
| Winn Dixie | Jacksonville, FL | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- FL
- TX
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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
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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