Michelle East, financial advisor Jacksonville FL

Michelle East

CRD Number: 6257502
Current Firm: Fidelity Personal And Workplace Advisors

Michelle East (CRD# 6257502) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Lake Mary, FL May 2021 - Current 2
Unemployed Lake Mary, FL Jul 2019 - Apr 2021 1
Gwfs Equities, Inc. Jacksonville, FL Dec 2017 - Jun 2019 1
Wandering Elephant Enterprises LLC St. Johns, FL Sep 2016 - Dec 2017 1
Unemployed St. Johns, FL Jul 2016 - Aug 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis, TN Oct 2014 - Jun 2016 1
Bank Of America, N.a. Memphis, TN Oct 2014 - Jun 2016 1
Duncan-williams, Inc. Memphis, TN Oct 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Michelle L. East
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • 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

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