Alexandre
Mccoy
Fidelity Personal And Workplace Advisors
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About this Advisor
Alexandre Mccoy is a financial advisor based in Englewood, Colorado, working with Fidelity Personal And Workplace Advisors. Alexandre has previously held positions at Panera Bread, Cutco, Epic Movers, Grub Hub, Fidelity Investments, Mountain Vista Highschool, and Colorado State University. Alexandre has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Alexandre is part of Fidelity Personal And Workplace Advisors, which operates out of Englewood, Colorado. 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Alexandre Mccoy Work History
Fidelity Investments
Grub Hub
Epic Movers
Cutco
Colorado State University
Panera Bread
Mountain Vista Highschool
Disclosures
Please visit the SEC profile of Alexandre Mccoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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