Alexandra Anderson, financial advisor Washington DC

Alexandra Anderson

CRD Number: 6968644
Current Firm: Fidelity Personal And Workplace Advisors

Alexandra Anderson (CRD# 6968644) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Washington, DC Oct 2020 - Current 2
Td Ameritrade Portland, OR May 2020 - Oct 2020 < 1
Td Ameritrade Portland, OR Jan 2020 - May 2020 < 1
Td Ameritrade San Diego, CA Jun 2019 - Jan 2020 < 1
Td Ameritrade Winston-salem, NC May 2018 - Jun 2019 1
Starbucks Clemmons, NC May 2017 - May 2018 1
College Student Winston-salem, NC Aug 2014 - May 2017 2
Domino's Bermuda Run, NC Nov 2014 - Jul 2015 < 1
Captain's Galley Seafood Shack Bermuda Run, NC Jun 2014 - Oct 2014 < 1
Classic's Sports Grille Bermuda Run, NC Aug 2013 - Apr 2014 < 1
College Student Boone, NC Aug 2012 - Jun 2013 < 1
Morgan's Tavern And Grill New Bern, NC Feb 2011 - May 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Alexandra F. Anderson
Phone Number: 617-563-7000
Registered State(s):
  • DC
  • 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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