Amy Holcombe, financial advisor Virginia Beach VA

Amy Holcombe

CRD Number: 5209372
Current Firm: Fidelity Personal And Workplace Advisors

Amy Holcombe (CRD# 5209372) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Fairlawn, OH Oct 2019 - Current 3
Charles Schwab & Company, Inc. Virginia Beach, VA Apr 2018 - Oct 2019 1
Charles Schwab Bank Virginia Beach, VA Apr 2018 - Oct 2019 1
Morgan Stanley & Company LLC New York, NY Apr 2013 - Apr 2018 5
Goldman Sachs New York, NY Jun 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Amy V. Holcombe
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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