Michael Carroll, financial advisor Warrington PA

Michael Carroll

CRD Number: 7046379
Current Firm: Fidelity Personal And Workplace Advisors

Michael Carroll (CRD# 7046379) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Warrington, PA Nov 2018 - Current 4
Defense Logistics Agency Philadelphia, PA Dec 2014 - Nov 2018 3
School Philadelphia, PA Nov 2008 - May 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Michael F. Carroll
Phone Number: 617-563-7000
Registered State(s):
  • PA
  • TX
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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