John Magliula (CRD# 7723790) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chappaqua, NY | Jan 2024 - Current | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2023 - Jan 2024 | < 1 |
| Villa Magli | Christiansted, UT | Jun 2022 - Jan 2024 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2023 - Dec 2023 | < 1 |
| Northwestern Mutual Investment Services LLC | Poughkeepsie, NY | Jul 2023 - Dec 2023 | < 1 |
| Arteca Capital LLC | Evergreen, CO | Dec 2022 - Dec 2023 | 1 |
| Fox Den Capital LLC | Rio Rancho, NM | Jan 2021 - Dec 2023 | 2 |
| Gilead Sciences | Foster City, CA | Jan 2017 - Dec 2022 | 5 |
| Paladina Health Now Everside Health | Denver, CO | Aug 2015 - Jan 2017 | 1 |
| Vaxserve | Moosic, PA | Dec 2006 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- NY
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.