Bryan FratesCRD Number: 7119730
Current Firm: Fidelity Personal And Workplace Advisors
Bryan Frates (CRD# 7119730) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, ME and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Mml Investors Services, LLC
|Fidelity Investments||Portland, ME||Jul 2020 - Current||2|
|Edward Jones||St Louis, MO||Jun 2019 - Jun 2020||1|
|Unemployed||Montgomery Village, MD||Sep 2018 - May 2019||< 1|
|The Calverton School||Huntingtown, MD||Aug 2014 - Aug 2018||4|
|The Utah Lacrosse Association||Murray, UT||Aug 2009 - Aug 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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