Daniel
Tamburello

Fidelity Personal And Workplace Advisors

CRD#4182492
Investment Advisor
in Birmingham, AL

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About this Advisor

Daniel Tamburello is a financial advisor based in Birmingham, Alabama, working with Fidelity Personal And Workplace Advisors. Daniel has previously held positions at New York Life Insurance Company, Nylife Distributors LLC, Nylife Securities LLC, Eagle Strategies LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, The Prudential Insurance Company Of America, Pruco Securities, Facet Wealth, and Fidelity Investments. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama and Texas. Currently, Daniel is part of Fidelity Personal And Workplace Advisors, which operates out of Birmingham, Alabama. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

216 Summit Blvd, Ste 110
Birmingham, AL 35243

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

AL Average: $16,012,751,954
Total Number of Employees

15,424

AL Average: 118
Total Number of Accounts

1,991,043

AL Average: 4,567
Average Account Size

$411,230

AL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Tamburello Work History

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

The Prudential Insurance Company Of America

2021 - 2021 (< 1 year)

Pruco Securities

2020 - 2020 (< 1 year)

Massmutual Life Insurance Co

2020 - 2020 (< 1 year)

Mml Investors Services LLC

2020 - 2021 (1 year)

Facet Wealth

2019 - 2020 (1 year)

Nylife Securities LLC

2009 - 2020 (11 years)

Eagle Strategies LLC

2005 - 2019 (14 years)

Nylife Distributors LLC

2004 - 2020 (16 years)

New York Life Insurance Company

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Disclosures

Please visit the SEC profile of Daniel Tamburello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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