Madison Gay (CRD# 7648075) 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# 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 | Oct 2022 - Current | 1 |
Brick Alley Pub | Newport, RI | Aug 2020 - Sep 2022 | 2 |
Old Dominion University | Norfolk, VA | Aug 2016 - May 2021 | 4 |
Stop And Shop | Middletown, RI | May 2020 - Aug 2020 | < 1 |
Star Concessions: Chili's | Norfolk, VA | Aug 2019 - Apr 2020 | < 1 |
Rick's On The River | King George, VA | May 2019 - Jul 2019 | < 1 |
Randolph's On The River | Port Royal, VA | Jun 2018 - Jun 2019 | 1 |
The Dirty Buffalo | Norfolk, VA | Aug 2018 - May 2019 | < 1 |
Old Dominion University | Norfolk, VA | Aug 2017 - Jan 2019 | 1 |
Presidential Lakes Property Owner's Association | King George, VA | May 2016 - Aug 2018 | 2 |
Food Lion | King George, VA | Jun 2017 - Jun 2018 | 1 |
Rappahannock Area Ymca | King George, VA | May 2014 - Jul 2016 | 2 |
King George High School | King George, VA | Aug 2012 - May 2016 | 3 |
Rappahannock Community College | King George, VA | Aug 2015 - Dec 2015 | < 1 |
Dahlgren Sharks Swim Team | Dahlgren, VA | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- 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
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