Amber Okin, financial advisor Stamford CT

Amber Okin

CRD Number: 6666588
Current Firm: Fidelity Personal And Workplace Advisors

Amber Okin (CRD# 6666588) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Stamford, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Fairfield, CT May 2016 - Current 5
Fairfield University- Mail Room Fairfield, CT Sep 2013 - Apr 2016 2
Fairfield University-disability Office Fairfield, CT Sep 2014 - Dec 2015 1
Bowlmor Amf Norwalk, CT Oct 2013 - Dec 2015 2
Archdiocese Of New York Global Regional School System New York, NY Aug 2015 - Aug 2015 < 1
Unemplyed-student Bronx, NY Apr 2015 - Jul 2015 < 1
Unemployed-student London, Jan 2015 - Apr 2015 < 1
Amf Rip Van Winkle Bowling Alley/bowlmor Norwalk, CT Nov 2010 - Oct 2013 2
Fairfield University-study Abroad Office Fairfield, CT Aug 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Amber B. Okin
Phone Number: 617-563-7000
Registered State(s):
  • CT
  • 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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