Tyler Dauble (CRD# 7774246) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Plainview, NY | Jun 2023 - Current | < 1 |
University At Albany | Albany, NY | Aug 2019 - May 2023 | 3 |
Scarlet Knife | Latham, NY | Feb 2023 - Apr 2023 | < 1 |
Doordash | Albany, NY | Apr 2022 - Jan 2023 | < 1 |
Enterprise Holdings | Queens Village, NY | Jun 2022 - Aug 2022 | < 1 |
Equitable Advisors | Clifton Park, NY | Oct 2021 - Mar 2022 | < 1 |
Bed Bath & Beyond | New Hyde Park, NY | Aug 2020 - Jun 2021 | < 1 |
Saf-t-swim | New Hyde Park, NY | Dec 2018 - Jun 2019 | < 1 |
New Hyde Park Memorial High School | New Hyde Park, NY | Jun 2013 - Jun 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- NY
-
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
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