Henry Pratt (CRD# 7545341) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Littleton, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Littleton, MA | Apr 2022 - Current | 2 |
Cetrulo LLP | Boston, MA | Jun 2021 - Mar 2022 | < 1 |
Full Time Student - George Washington University | Washington, DC | Sep 2020 - May 2021 | < 1 |
Evan Guthrie Law Firm | Charleston, SC | Jun 2020 - Aug 2020 | < 1 |
Full Time Student - George Washington University | Washington, DC | Sep 2019 - May 2020 | < 1 |
Woodbury Auction LLC | Woodbury, CT | Jun 2019 - Aug 2019 | < 1 |
Full Time Student - George Washington University | Washington, DC | Sep 2018 - May 2019 | < 1 |
Hollister House Inc. | Washington, CT | Jun 2018 - Aug 2018 | < 1 |
Woodbury Auction LLC | Woodbury, CT | Jun 2018 - Aug 2018 | < 1 |
Full Time Student - George Washington University | Washington, DC | Jan 2018 - May 2018 | < 1 |
George Washington University Men's Basketball Team | Washington, DC | Aug 2017 - Dec 2017 | < 1 |
Hollister House Inc. | Washington, CT | May 2017 - Aug 2017 | < 1 |
Full Time Student - Frederick Gunn School | Washington, CT | Aug 2016 - Apr 2017 | < 1 |
Market Place | Woodbury, CT | Apr 2016 - Jul 2016 | < 1 |
Full Time Student | Washington, CT | Apr 2012 - Apr 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MA
- 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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