Noah
Delva St Fleur

Fidelity Personal And Workplace Advisors

CRD#7401555
Investment Advisor
in Jacksonville, FL

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About this Advisor

Noah Delva St Fleur is a financial advisor based in Jacksonville, Florida, working with Fidelity Personal And Workplace Advisors. Noah has previously held positions at Fidelity Investments, 4 Rivers Smokehouse, 717 Parking, Planet Air, Xfl, Broward County Parks And Recreation, Subway, Tutti Frutti, Aldi, Busch Gardens, University Of South Florida, Monarch High School, and Broward College. Noah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Noah is part of Fidelity Personal And Workplace Advisors, which operates out of Jacksonville, 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

Series 63, Series 66

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

4601 Touchton Rd East, Bldg 400
Jacksonville, FL 32246

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

FL Average: 118
Total Number of Accounts

1,991,043

FL Average: 4,567
Average Account Size

$411,230

FL 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

Noah Delva St Fleur Work History

2021 - Present (3 years)

Fidelity Investments

2020 - 2020 (< 1 year)

Xfl

2019 - 2021 (2 years)

4 Rivers Smokehouse

2018 - 2018 (< 1 year)

717 Parking

2018 - 2018 (< 1 year)

Planet Air

2018 - 2018 (< 1 year)

Busch Gardens

2018 - 2021 (3 years)

University Of South Florida

2018 - 2018 (< 1 year)

Broward College

2017 - 2017 (< 1 year)

Broward County Parks And Recreation

2017 - 2017 (< 1 year)

Aldi

2016 - 2017 (1 year)

Subway

2015 - 2015 (< 1 year)

Tutti Frutti

2013 - 2017 (4 years)

Monarch High School

Disclosures

Please visit the SEC profile of Noah Delva St Fleur 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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