Mary Catherine MacalusoCRD Number: 5739655
Current Firm: Fidelity Personal And Workplace Advisors
Mary Catherine Macaluso (CRD# 5739655) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 12 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Fidelity Brokerage Services LLC||Roslyn, NY||Dec 2018 - Current||4|
|Oppenheimerfunds Distributor, Inc.||New York, NY||Sep 2016 - Dec 2018||2|
|Strategas Securities, Llc Dba Strategas Research Partners, LLC||New York, NY||Feb 2010 - Aug 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2010|
|S66||NASAA Uniform Combined State Law Examination||Feb 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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