Daniel Comastra (CRD# 7412208) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Jul 2021 - Current | 2 |
Doordash | San Francisco, CA | Aug 2020 - Jun 2021 | < 1 |
Unemployed | Cumberland, RI | May 2020 - Aug 2020 | < 1 |
Lasell University | Auburndale, MA | Sep 2019 - May 2020 | < 1 |
Supreme Pizza | Cumberland, RI | May 2019 - Sep 2019 | < 1 |
Lasell University | Auburndale, RI | Aug 2018 - May 2019 | < 1 |
Maccoll Ymca | Lincoln, RI | May 2018 - Aug 2018 | < 1 |
Lasell University | Auburndale, MA | Sep 2017 - May 2018 | < 1 |
Supreme Pizza | Cumberland, RI | Dec 2015 - Sep 2017 | 1 |
Cumberland Public Schools | Cumberland, RI | Jul 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2022 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- 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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