David Abbott, financial advisor Virginia Beach VA

David Abbott

CRD Number: 6445258
Current Firm: Fidelity Personal And Workplace Advisors

David Abbott (CRD# 6445258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Virginia Beach, VA Nov 2019 - Current 1
Charles Schwab & Company, Inc. Virginia Bech, VA Jan 2016 - Nov 2019 3
Charles Schwab Bank Virginia Beach, VA Jan 2015 - Jan 2016 1
Virginia Beach City Public Schools Virginia Beach, VA Jul 2006 - Oct 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for David W. Abbott
Phone Number: 617-563-7000
Registered State(s):
  • MD
  • VA
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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