Bridie McKenna, financial advisor Shrewsbury MA

Bridie McKenna

CRD Number: 6738232
Current Firm: Fidelity Personal And Workplace Advisors

Bridie McKenna (CRD# 6738232) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Worcester Country Club Worcester, MA May 2013 - Dec 2016 3
Ruffalo Cody 1 Cunningham Sq, RI Oct 2014 - Dec 2014 < 1
Unemployed Shrewsbury, MA Jun 2012 - May 2013 < 1
Cornerstone Academy Northborough, MA Sep 2011 - Jun 2012 < 1
Unemployed Shrewsbury, MA Dec 2006 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Bridie E. McKenna
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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
  • Other
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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