![Jake Austro, financial advisor Albany NY](/img/ws/profile-blank-sq.png)
Jake Austro (CRD# 7715700) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has 1 year of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Albany NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Albany NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Marc Agel, financial advisor Albany NY](/img/ws/profile-blank-sq.png)
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Albany, NY | Mar 2023 - Current | 1 |
Bank Of America | Troy, NY | Feb 2022 - Mar 2023 | 1 |
Unemployed | Albany, NY | Nov 2021 - Feb 2022 | < 1 |
Lowe's | Albany, NY | Nov 2021 - Nov 2021 | < 1 |
University At Albany Suny | Albany, NY | Aug 2017 - Aug 2021 | 4 |
Ollie's Bargain Outlet | Albany, NY | Nov 2019 - Jun 2020 | < 1 |
Hoffman Carwash & Jiffy Lube | Clifton Park, NY | Feb 2016 - Nov 2019 | 3 |
Burnt Hills Ballston Lake High School | Burnt Hills, NY | Sep 2013 - Jun 2017 | 3 |
Ellm's Family Farm | Charlton, NY | Sep 2014 - Feb 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2023 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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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