John Paul Cattaro (CRD# 6968932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Tampa, FL | Jun 2022 - Current | 1 |
| Interactive Brokers LLC | Greenwich, CT | Nov 2019 - Jun 2022 | 2 |
| Unemployed | Bronxville, NY | Dec 2018 - Oct 2019 | < 1 |
| Baruch College | Manhattan, NY | Aug 2014 - Dec 2018 | 4 |
| Unemployed | Bronxville, NY | Feb 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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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