Michael AldemeyerCRD Number: 6429053
Current Firm: Fidelity Personal And Workplace Advisors
Michael Aldemeyer (CRD# 6429053) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry. Michael Aldemeyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||5|
|Fidelity Brokerage Services LLC||New York, NY||Aug 2015 - Current||8|
|Axa Advisors, LLC||New York, NY||Jan 2015 - Jul 2015||< 1|
|Unemployed||New York, NY||Sep 2014 - Jan 2015||< 1|
|Liquidity Services, Inc.||Washington, DC||Sep 2012 - Aug 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
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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