Nicolas Wondolowski, financial advisor Torrance CA

Nicolas Wondolowski

CRD Number: 6445526
Current Firm: Fidelity Personal And Workplace Advisors

Nicolas Wondolowski (CRD# 6445526) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Torrance, CA Jul 2019 - Current 2
Unemployed San Diego, CA Jan 2019 - Jun 2019 < 1
Td Ameritrade San Diego, CA Jun 2018 - Dec 2018 < 1
Fidelity Brokerage Services LLC Greenwood Village, CO Jan 2015 - Apr 2018 3
Verizon Wireless Littleton, CO Aug 2014 - Jan 2015 < 1
White Fence Farm Restaurant Lakewood, CO Aug 2012 - Jan 2015 2
White Fence Farm Restaurant Lakewood, CO Mar 2014 - Aug 2014 < 1
Keybank Golden, CO Sep 2013 - Mar 2014 < 1
Thomas Edison State College Trenton, NJ Sep 2009 - Sep 2013 4
Integrity Debt Solutions Lakewood, CO Aug 2010 - Jan 2013 2
Collegeplus Moses Lake, WA Jan 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Nicolas P. Wondolowski
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • 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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