Adam Hershman (CRD# 7211035) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 4 years of experience in the finance industry.
CRD# 836683
Rbc Capital Markets, LLC
CRD# 5430557
Commonwealth Financial Network
CRD# 6335780
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, RI | Oct 2022 - Current | 1 |
| Unemployed | Easton, MA | Dec 2021 - Sep 2022 | < 1 |
| Advanced Home Care Services | Framingham, MA | Sep 2021 - Nov 2021 | < 1 |
| Citizens Securities Inc. | Norwood, MA | Oct 2019 - Aug 2021 | 1 |
| Samsonite Inc. | Mansfield, MA | Aug 2019 - Sep 2019 | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2016 - Jul 2019 | 2 |
| Avvio's Restaurant | Cranston, RI | Sep 2018 - May 2019 | < 1 |
| National Lumber | Mansfield, MA | May 2018 - Aug 2018 | < 1 |
| Unemployed | Easton, MA | Sep 2017 - May 2018 | < 1 |
| Electronic Merchant Systems | Framingham, MA | Jul 2017 - Sep 2017 | < 1 |
| Imperial Marketing | Pawtucket, RI | May 2017 - Jul 2017 | < 1 |
| Unemployed | Easton, MA | Aug 2015 - May 2017 | 1 |
| Polo Ralph Lauren | Wrentham, MA | Sep 2012 - Jul 2015 | 2 |
| Unemployed | Easton, MA | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MA
- RI
- TX
-
Total Assets Under Management818,776MILLIONS
-
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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