Amanda Albert, financial advisor Boston MA

Amanda Albert

CRD Number: 6601348
Current Firm: Fidelity Personal And Workplace Advisors

Amanda Albert (CRD# 6601348) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Brokerage Services, LLC Shrewsbury, MA Dec 2015 - Current 8
Newport Harbor Corporation Newport, RI Aug 2012 - Dec 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Amanda E. Albert
Phone Number: 617-563-7000
Registered State(s):
  • CT
  • MA
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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

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