Angelo Gordon, financial advisor Smithfield RI

Angelo Gordon

CRD Number: 7622431
Current Firm: Fidelity Personal And Workplace Advisors

Angelo Gordon (CRD# 7622431) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Smithfield, RI Aug 2022 - Current 1
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Goodwill Industries Inc, San Antonio, Texas San Antonio, TX Nov 2017 - Aug 2018 < 1
Unemployed Converse, TX Feb 2015 - Nov 2017 2
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Judson High School Converse, TX Sep 2013 - Jun 2016 2
Edible Arrangements Selma, TX Feb 2015 - Feb 2015 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Angelo Q. Gordon
Phone Number: 617-563-7000
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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