Michael Abdalla (CRD# 7706557) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Pittsfield, MA | Sep 2023 - Current | < 1 |
| Raymond James & Associates, Inc. | Pittsfield, MA | Feb 2023 - Sep 2023 | < 1 |
| Michaels Restaurant | Stockbridge, MA | Mar 2020 - Feb 2023 | 2 |
| Luckys Ice Cream & Grill | Lee, MA | Apr 2020 - Sep 2022 | 2 |
| Fairfield University | Fairfield, MA | Sep 2018 - Apr 2022 | 3 |
| Wheeler & Taylor Insurance | Great Barrington, MA | Jun 2021 - Aug 2021 | < 1 |
| Luckys Ice Cream & Grill | Lee, MA | May 2014 - Aug 2018 | 4 |
| Lenox Memorial Middle And High School | Lenox, MA | Sep 2014 - May 2018 | 3 |
| Lenox Memorial Middle And High School | Lenox, MA | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MA
- NH
- TX
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Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, VI, VT, WA, WI, WV, WY
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