Darlene Gonzalez, financial advisor Smithfield RI

Darlene Gonzalez

CRD Number: 6535754
Current Firm: Fidelity Personal And Workplace Advisors

Darlene Gonzalez (CRD# 6535754) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Smithfield, RI Jun 2021 - Current < 1
Rbc Capital Markets, LLC Providence, RI Apr 2017 - May 2021 4
Dsw Warwick, RI Jul 2016 - Mar 2017 < 1
Boston University Admissions Boston, MA Jan 2016 - May 2016 < 1
Boston University Boston, MA Sep 2012 - May 2016 3
Boston University London, Sep 2015 - Dec 2015 < 1
Rbc Capital Markets, LLC Providence, RI Jun 2015 - Aug 2015 < 1
Ann Taylor Loft Providence, RI Jun 2015 - Aug 2015 < 1
Boston University Admissions Boston, MA Sep 2014 - May 2015 < 1
Rbc Capital Markets, LLC Providence, RI Jun 2014 - Aug 2014 < 1
Boston University Admissions Boston, MA Sep 2013 - May 2014 < 1
Boston University Admissions Boston, MA Sep 2012 - May 2013 < 1
The Children's Place Attleboro, MA Mar 2012 - Jan 2013 < 1
Charles E. Shea High School Pawtucket, RI Jan 2008 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Darlene E. Gonzalez
Phone Number: 617-563-7000
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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