Fidelity Personal And Workplace Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Gabrielle D'Angelo is a financial advisor based out of Farmington, Michigan, with a total of nine years of experience as a financial advisor. D'Angelo currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Starbucks Coffee, University Of Michigan, American Indian Health, Interlake Childcare, University Of Washington, Cafe Selmarie, Good Harbor Financial LLC, Northern Lights Distributors, LLC, Foreside Fund Services, LLC, Cedar Capital, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fidelity Brokerage Services LLC. D'Angelo has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan and Texas. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Farmington, Michigan. The company has offices in 25 locations and a total of 6,722 financial advisors. It handles $338 billion in assets under management between its 914,878 accounts, making it one of the largest firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 914,878 customer accounts, 24% belong to high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fidelity Personal And Workplace Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Gabrielle D'Angelo Work History
Gabrielle has 10 years of experience.
Fidelity Brokerage Services LLC
Bank Of America, N.A
Cedar Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Good Harbor Financial LLC
Northern Lights Distributors, LLC
Foreside Fund Services, LLC
University Of Washington
American Indian Health
University Of Michigan
Gabrielle D'Angelo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
American Fork, UT