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.

Similar Advisors
Eric Bloom, financial advisor Roslyn NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Roslyn NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Similar Advisors
Alexander Bass, financial advisor Roslyn NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
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
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.