Rafael Andrade (CRD# 5740777) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry. Rafael Andrade 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.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Investments | Coral Gables, FL | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | May 2012 |
- FL
- 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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