Tricia Fiore-ChettiarCRD Number: 6064052
Current Firm: H.d. Vest Advisory Services, Inc.
Tricia Fiore-Chettiar (CRD# 6064052) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Westerly, RI and has over 5 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Hd Vest Advisory Services||Westerly, RI||Oct 2014 - Current||3|
|Hd Vest Insurance Agency Inc.||Irving, TX||Sep 2014 - Current||3|
|Hd Vest Investment Services||Westerly, RI||Jul 2014 - Current||3|
|Hd Vest Insurance Services||Westerly, RI||Jul 2014 - Current||3|
|Tricia Fiore Cpa, LLC||Westerly, RI||Jan 2010 - Current||8|
|Brokers International Financial Services||Westerly, RI||Jan 2013 - Jul 2014||1|
|U.s. Census Bureau, Field Division||Boston, MA||Apr 2010 - Jul 2014||4|
|H.d. Vest Investment Services||Westerly, RI||May 2012 - Jan 2013||< 1|
|Thornton, Thomsen, Cavaliere & Arsenault, Inc.||Westerly, RI||Dec 2004 - Jan 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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