Mary Catherine Macaluso, financial advisor Roslyn NY

Mary Catherine Macaluso

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Roslyn, NY Dec 2018 - Current 5
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
Contact Info for Mary Catherine E. Macaluso
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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