Fred Dao (CRD# 7801909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Charlotte, NC | Aug 2023 - Current | < 1 |
| Charlotte-mecklenburg Schools (36017) | Charlotte, NC | Feb 2023 - Aug 2023 | < 1 |
| Fetch Package Delivery | Austin, TX | Feb 2022 - Jan 2023 | < 1 |
| Prophetlogic Inc (20076054) | Allentown, PA | Oct 2021 - Jul 2022 | < 1 |
| The Wine Shop At Rivergate | Charlotte, NC | Jun 2020 - Oct 2021 | 1 |
| Tattoo Projects Advertising (bwi Marketing) | Charlotte, NC | May 2020 - Jun 2020 | < 1 |
| Blue Raven Solar | Charlotte, NC | Feb 2019 - Apr 2020 | 1 |
| Sizzlewich Llc (3676354) | Charlotte, NC | Oct 2019 - Feb 2020 | < 1 |
| Home Team Bbq Of North Mount Pleasant | Charlotte, NC | May 2019 - Aug 2019 | < 1 |
| Gervais Street Burgers, Inc (20494788) | Columbia, SC | May 2018 - Jun 2019 | 1 |
| Twisted Spur Brewing | Columbia, SC | Jan 2018 - May 2019 | 1 |
| University Of South Carolina - Columbia | Columbia, SC | Nov 2017 - Dec 2017 | < 1 |
| Takosushi | Columbia, SC | Aug 2017 - Oct 2017 | < 1 |
| Mercato Cinema LLC | Naples, FL | Jun 2017 - Jul 2017 | < 1 |
| Gnc Holdings (10091) | Pittsburgh, PA | Jun 2017 - Jun 2017 | < 1 |
| University Of South Carolina - Columbia | Columbia, SC | May 2017 - May 2017 | < 1 |
| Harper's Restaurants Incorporated (21516349) | Charlotte, NC | Apr 2016 - Apr 2017 | 1 |
| T-bone's On The Lake | Lake Wylie, SC | Jun 2015 - Aug 2016 | 1 |
| Papa John's International Inc.(70028) | Louisville, KY | Jul 2015 - Aug 2015 | < 1 |
| Steele Creek Presbyterian Church Childcare | Charlotte, NC | Jun 2015 - Jul 2015 | < 1 |
| University Of South Carolina - Columbia | Columbia, SC | Jun 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- NC
- 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
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