Michelle Riesgo, financial advisor Groveport OH

Michelle Riesgo

CRD Number: 5751671
Current Firm: Fidelity Personal And Workplace Advisors

Michelle Riesgo (CRD# 5751671) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Groveport, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY Apr 2021 - Current 3
Citizens Securities, Inc. Canton, MI Jul 2020 - Apr 2021 < 1
Unemployed Northville, MI Mar 2020 - Jul 2020 < 1
Bank Of America, N.a. Farmington Hills, MI Oct 2018 - Feb 2020 1
Merryl Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills, MI Aug 2018 - Feb 2020 1
Comerica Securities, Inc. Bloomfield Hills, MI Nov 2015 - Jun 2018 2
Pnc Investments Lake Orion, MI Jul 2014 - Nov 2015 1
Pnc Bank Lake Orion, MI Jul 2014 - Nov 2015 1
Wells Fargo Advisors Troy, MI Feb 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Michelle M. Riesgo
Phone Number: 617-563-7000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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