Michael
Bishay

Fidelity Personal And Workplace Advisors

CRD#6561878
Investment Advisor
in Paramus, NJ

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About this Advisor

Michael Bishay is a financial advisor based in Paramus, New Jersey who has 3 years of relevant experience. Bishay is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jp Morgan Chase, J And M Exports, Jpmorgan Securities LLC, Nyctan01, Nycpet01 D/B/A Doggie Chop Nyc, Morgan Stanley, Morgan Stanley Private Bank, N.A, E*Trade Capital Management LLC, Fidelity Investments and World Tan LLC Dba The Tanning Spot Nyc. Bishay holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a firm headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It manages $653 billion in assets between its 1,712,247 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

396 Route 17 North
Paramus, NJ 07652

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NJ Average: 118
Total Number of Accounts

1,712,247

NJ Average: 4,567
Average Account Size

$381,106

NJ 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

Michael Bishay Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Fidelity Investments

2009 - Present (15 years)

World Tan LLC Dba The Tanning Spot Nyc

2020 - 2020 (< 1 year)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

Morgan Stanley

2018 - 2020 (2 years)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Jp Morgan Chase

2017 - 2018 (1 year)

Jpmorgan Securities LLC

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America, N.A

2014 - 2016 (2 years)

Nyctan01

2014 - 2016 (2 years)

Nycpet01 D/B/A Doggie Chop Nyc

2013 - 2015 (2 years)

J And M Exports

*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 Michael Bishay 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

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Greenbrae, CA
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

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.

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