Anthony Dawson (CRD# 5874312) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wilmington, MA and has over 13 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Danvers, MA | May 2020 - Current | 4 |
| Santander Bank, Na | Boston, MA | Jan 2017 - May 2020 | 3 |
| Santander Securities, LLC | Dorchester, MA | Jan 2017 - May 2020 | 3 |
| Bank Of America, N.a. | Burlington, MA | Jan 2011 - Jan 2017 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, MA | Dec 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- MA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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