Gabrielle
D'Angelo

Fidelity Personal And Workplace Advisors

CRD#6320758
Investment Advisor
in Farmington, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gabrielle D'Angelo is a financial advisor operating out of Farmington, Michigan, who has 4 years of relevant experience. D'Angelo works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at 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 maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It controls $653 billion in assets under management among its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

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

30200 Northwestern Hwy
Farmington, MI 48334

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

Total Assets Under Management

$652,548,367,853

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

13,507

MI Average: 118
Total Number of Accounts

1,712,247

MI Average: 4,567
Average Account Size

$381,106

MI 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

Gabrielle D'Angelo Work History

Gabrielle has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Fidelity Brokerage Services LLC

2016 - 2018 (2 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Cedar Capital, LLC

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Cafe Selmarie

2014 - 2014 (< 1 year)

Good Harbor Financial LLC

2014 - 2014 (< 1 year)

Northern Lights Distributors, LLC

2014 - 2015 (1 year)

Foreside Fund Services, LLC

2012 - 2013 (1 year)

Interlake Childcare

2012 - 2014 (2 years)

University Of Washington

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gabrielle D'Angelo 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

Denise Govoni
Framingham, MA
Mirko Pefaure
Bethesda, MD
Laura Mccallum
Austin, TX
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Sean Sanders
Boston, MA
Robert Abbott
Westwood, MA
Nora Clifford
Greenbrae, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started