Alexander Tjie (CRD# 7843718) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chestnut Hill, MA | Dec 2023 - Current | < 1 |
| Unemployed | Boston, MA | Aug 2023 - Nov 2023 | < 1 |
| Part-time Education | Boston, MA | Jun 2023 - Aug 2023 | < 1 |
| Full Time Education | Boston, MA | Jan 2023 - May 2023 | < 1 |
| Unemployed | Boston, MA | Nov 2022 - Dec 2022 | < 1 |
| E Team Inc. | Somerset, NJ | Sep 2022 - Oct 2022 | < 1 |
| Pink Taco / Pt Opco, LLC | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Full Time Education | Boston, MA | Sep 2021 - May 2022 | < 1 |
| Yard House / Gmri, Inc. | Boston, MA | Jun 2021 - Sep 2021 | < 1 |
| Full Time Education | Boston, MA | Sep 2020 - May 2021 | < 1 |
| Pizzico Inc. | Nashua, NH | Jun 2020 - Aug 2020 | < 1 |
| Sudden Pitch / Swimmers Inc. | Manchester, NH | Jun 2020 - Aug 2020 | < 1 |
| Full Time Education | Boston, MA | Sep 2019 - May 2020 | < 1 |
| Sudden Pitch / Swimmers Inc. | Manchester, NH | Jun 2019 - Aug 2019 | < 1 |
| Oasis Health And Sports Center Inc. | Manchester, NH | Jun 2019 - Aug 2019 | < 1 |
| Ymca Of Greater Londonderry / The Granite Ymca | Londonderry, NH | Jun 2019 - Aug 2019 | < 1 |
| Bedford Bluffs Inc. | Bedford, NH | Jun 2019 - Aug 2019 | < 1 |
| Full Time Education | Bedford, NH | Dec 2013 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- MA
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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
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