Daniel Alton (CRD# 6965707) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 4 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Roslyn, NY | Aug 2020 - Current | 3 |
| City Of Long Beach | Long Beach, NY | Jul 2020 - Aug 2020 | < 1 |
| Td Ameritrade | San Diego, CA | Jun 2020 - Jul 2020 | < 1 |
| Axa Advisors LLC | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| Equitable Advisors, LLC | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| City Of Long Beach Recreation Center | Long Beach, NY | Jun 2013 - Nov 2019 | 6 |
| City Of Long Beach | Long Beach, NY | Jun 2014 - Sep 2019 | 5 |
| Suny Oneonta | Oneonta, NY | Aug 2016 - May 2019 | 2 |
| Joseph & Gunnar LLC | New York, NY | Jun 2018 - Jul 2018 | < 1 |
| College Of Saint Rose | Albany, NY | Sep 2015 - Dec 2016 | 1 |
| College Of Saint Rose | Albany, NY | Aug 2015 - May 2016 | < 1 |
| Long Beach High School | Lido Beach, NY | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- NJ
- NY
-
Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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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