Carla Mahoney OttCRD Number: 6523499
Current Firm: Fidelity Personal And Workplace Advisors
Carla Mahoney Ott (CRD# 6523499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Fidelity Brokerage Services LLC||Woodmere Village, OH||May 2015 - Current||6|
|James Bart Leonardi LLC||Richmond Heights, OH||Jun 2014 - May 2015||< 1|
|Veritude||Woodmere Village, OH||May 2014 - Aug 2014||< 1|
|Pnc Bank||Willoughby Hills, OH||Jul 2013 - Jun 2014||< 1|
|Mcdonalds||Eastlake, OH||May 2008 - Oct 2013||5|
|Heartland Of Mentor||Mentor, OH||Sep 2012 - Feb 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2015|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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