![Philip Hofmeister, financial advisor Rochester NY](/img/ws/profile-blank-sq.png)
Philip Hofmeister (CRD# 3037124) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 26 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
![Craig Abbott, financial advisor Rochester NY](/img/ws/profile-blank-sq.png)
CRD# 3063370
Manning & Napier Advisors, LLC
![Susan Acker, financial advisor Rochester NY](/img/ws/profile-blank-sq.png)
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Rochester, NY | Mar 2021 - Current | 3 |
Charles Schwab Bank | Pittsford, NY | Apr 2015 - Mar 2021 | 5 |
Charles Schwab & Company, Inc. | Pittsford, NY | Apr 2015 - Mar 2021 | 5 |
Fidelity Brokerage Services, Inc. | Cincinnati, OH | Aug 1998 - Mar 2015 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1998 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- NY
- 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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