Gabrielle
D'Angelo

Fidelity Personal And Workplace Advisors

CRD#6320758
Investment Advisor
in Farmington, MI

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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

Series 65, Series 63

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

30200 Northwestern Hwy
Farmington, MI 48334

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

MI Average: 118
Total Number of Accounts

914,878

MI Average: 4,567
Average Account Size

$369,449

MI Average: $3,506,186

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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
  • Other

Gabrielle D'Angelo Work History

Gabrielle has 10 years of experience.

2018 - Present (2 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

2011 - 2012 (1 year)

American Indian Health

2010 - 2010 (< 1 year)

Starbucks Coffee

2010 - 2011 (1 year)

University Of Michigan

Disclosures

Gabrielle D'Angelo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Heather Hodge
Boston, MA
Andres Meza
American Fork, UT
Victor Sesate
Boston, MA
Vivian Skawinski
Naperville, IL
Kimberley Jendrick
Boston, MA
Kevin White
Scarsdale, NY
Edward Swiderski
Boston, MA
William Jones
Boston, MA

This content was compiled from the SEC and FINRA.

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