Brendan Hall (CRD# 7587993) 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.
CRD# 2054637
Securities America Advisors, Inc.
CRD# 2797520
Northwestern Mutual Investment Services,llc
CRD# 2721484
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2021 - Jun 2022 | < 1 |
| Squadlocker | Warwick, RI | May 2021 - Aug 2021 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Jan 2021 - May 2021 | < 1 |
| Ups | Warwick, RI | Dec 2020 - Jan 2021 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2019 - Dec 2020 | 1 |
| Parsonskellogg | East Providence, RI | May 2019 - Aug 2019 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2018 - May 2019 | < 1 |
| Gentle Giant Moving Company | Seekonk, MA | May 2018 - Aug 2018 | < 1 |
| Moses Brown High School | Providence, RI | Aug 2017 - May 2018 | < 1 |
| New England Medical Billing | Rumford, RI | Jun 2017 - Aug 2017 | < 1 |
| Moses Brown High School | Barrington, RI | Sep 2014 - Jun 2017 | 2 |
| Gordon School | East Providence, RI | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MA
- RI
- 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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