Alyssa
Nanosky
Fidelity Personal And Workplace Advisors
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About this Advisor
Alyssa Nanosky is a financial advisor based in Boca Raton, Florida, working with Fidelity Personal And Workplace Advisors. Alyssa has previously held positions at Brookfield Properties, Starwood, Avison Young, Marcus And Millichap, Janus Hotels And Resorts, Corner Bakery, Josephs Classic Market, Fidelity Investments, Boston University, and Pope John Paul II High School. Alyssa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Alyssa is part of Fidelity Personal And Workplace Advisors, which operates out of Boca Raton, Florida. 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
Alyssa Nanosky Work History
Fidelity Investments
Starwood
Brookfield Properties
Starwood
Avison Young
Marcus And Millichap
Boston University
Corner Bakery
Josephs Classic Market
Janus Hotels And Resorts
Pope John Paul Ii High School
Disclosures
Please visit the SEC profile of Alyssa Nanosky 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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