Alyssa Abbate, financial advisor Vero Beach FL

Alyssa Abbate

CRD Number: 6980780
Current Firm: Fidelity Personal And Workplace Advisors

Alyssa Abbate (CRD# 6980780) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Vero Beach, FL Nov 2019 - Current 1
Td Ameritrade Fort Lauderdale, FL Mar 2019 - Oct 2019 < 1
Td Ameritrade Columbia, MD Jun 2018 - Mar 2019 < 1
Florida State University Tallahassee, FL Aug 2014 - May 2018 3
State Farm Vero Beach, FL May 2017 - Aug 2017 < 1
Moorings Yacht Club Vero Beach, FL May 2015 - Sep 2016 1
Vero Beach High School/middle School Vero Beach, FL Jan 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Alyssa R. Abbate
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • 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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