Joseph BartosicCRD Number: 7076838
Current Firm: Fidelity Personal And Workplace Advisors
Joseph Bartosic (CRD# 7076838) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Fidelity Brokerage Services LLC||Reston, VA||Feb 2019 - Current||3|
|Colorado Rockies||Denver, CO||Jun 2017 - Jan 2019||1|
|Economic Consulting Services||Washington, DC||Nov 2017 - Feb 2018||< 1|
|Full-time Student||Washington, DC||Aug 2008 - Jul 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 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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