Andrew Abbattista, financial advisor West Harrison NY

Andrew Abbattista

CRD Number: 7322236
Current Firm: Fidelity Personal And Workplace Advisors

Andrew Abbattista (CRD# 7322236) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in West Harrison, NY and has over 3 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor West Harrison NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor West Harrison NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor West Harrison NY
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Company Name Location Dates Years
Fidelity Investments Merrimack, NH Jun 2021 - Current 2
Equitable Advisors, LLC New York, NY Jan 2021 - May 2021 < 1
Unemployment Harrison, NY Aug 2020 - Dec 2020 < 1
Powell Catering Services Harrison, NY May 2013 - Aug 2020 7
University Of Notre Dame Notre Dame, IN Aug 2016 - May 2020 3
Strategy Leaders Norwalk, CT Jun 2019 - Aug 2019 < 1
Hudson Bay Capital New York, NY May 2018 - Jul 2018 < 1
Caritas Of Port Chester Port Chester, NY Jul 2017 - Aug 2017 < 1
Fordham Preparatory School Bronx, NY Aug 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2020
Contact Info for Andrew Abbattista
Phone Number: 617-563-7000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.