Peter Day (CRD# 7569837) 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.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | May 2022 - Current | 2 |
Care New England, Butler Hospital | Providence, RI | Nov 2019 - Current | 4 |
Bryant University | Smithfield, RI | Sep 2021 - May 2022 | < 1 |
The Ice Cream Barn | Swansea, MA | May 2017 - Aug 2021 | 4 |
Bristol Community College | Fall River, MA | Sep 2019 - May 2021 | 1 |
Dr Regional High School | Rehoboth, MA | Sep 2015 - Sep 2019 | 4 |
Briggs Corner Pizzeria | Attleboro, MA | Dec 2017 - Mar 2018 | < 1 |
Cape Cod Express | Wareham, MA | May 2016 - Aug 2016 | < 1 |
Home School | Rehoboth, MA | May 2012 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2022 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MA
- RI
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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