Ayah Attal, financial advisor Smithfield RI

Ayah Attal

CRD Number: 7777484
Current Firm: Fidelity Personal And Workplace Advisors

Ayah Attal (CRD# 7777484) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Smithfield, RI Jun 2023 - Current < 1
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Child Care Staffing Inc. Bumble Bees R Us Staten Island, CO Jun 2017 - Oct 2017 < 1
Unemployed Brooklyn, NY Oct 2016 - Jun 2017 < 1
Artisans Of Medicine Nyc Brooklyn, NY Aug 2015 - Oct 2016 1
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Unemployed Brooklyn, NY Mar 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Ayah M. Attal
Phone Number: 617-563-7000
Registered State(s):
  • RI
  • 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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