Madeleine Schitea (CRD# 7559838) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has 1 year of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 6286247
Sanctuary Advisors, LLC
CRD# 1919595
Sanctuary Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Plano, TX | Mar 2022 - Current | 2 |
| Fisher Investments | Plano, TX | Aug 2020 - Mar 2022 | 1 |
| Unemployed | Roswell, GA | May 2020 - Aug 2020 | < 1 |
| Student At University Of Georgia | Athens, GA | Aug 2016 - May 2020 | 3 |
| Unemployed | Roswell, GA | Jul 2000 - Aug 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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