James AkatyszewskiCRD Number: 4731299
Current Firm: Fidelity Personal And Workplace Advisors
James Akatyszewski (CRD# 4731299) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 9 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Investments||Merrimack, NH||May 2012 - Current||11|
|Sara Mortgage & Financial LLC||Nashua, NH||Jun 2004 - Aug 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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