Shant Rostamian, financial advisor Torrance CA

Shant Rostamian

CRD Number: 6517124
Current Firm: Fidelity Personal And Workplace Advisors

Shant Rostamian (CRD# 6517124) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Torrance, CA Aug 2017 - Current 4
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Nylife Securities LLC Glendale, CA Jun 2015 - Apr 2016 < 1
Unemployed Glendale, CA Dec 2014 - May 2015 < 1
All Pro Communications Pomona, CA Aug 2014 - Nov 2014 < 1
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Ucla Extenstion Los Angeles, CA Jan 2014 - May 2014 < 1
Paramount Planning Group Pasadena, CA Oct 2013 - Dec 2013 < 1
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California State University - Northridge Northridge, CA Aug 2008 - May 2013 4
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S66 NASAA Uniform Combined State Law Examination Feb 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shant Rostamian
Phone Number: 617-563-7000
Registered State(s):
  • CA
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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