Azam Chaudry (CRD# 6127355) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 11 years of experience in the finance industry.
CRD# 2157148
Fidelity Personal And Workplace Advisors
CRD# 5264835
Avantax Advisory Services
CRD# 5577549
Alkon Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | May 2021 - Current | 3 |
| Sunbird Software Inc. | Somerset, NJ | Aug 2019 - May 2021 | 1 |
| Bank Of America, N.a. | Parsippany, NJ | Aug 2016 - Jul 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Parsippany, NJ | Aug 2016 - Jul 2019 | 2 |
| Wells Fargo Bank Na | Hillsborough, NJ | Nov 2013 - Aug 2016 | 2 |
| Wells Fargo Advisors, LLC | Hillsborough, NJ | Nov 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
| S63 | Uniform Securities State Law Examination | Dec 2012 |
- NJ
- 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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