Kyle
Stefano
Fidelity Personal And Workplace Advisors
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About this Advisor
Kyle Stefano is a financial advisor based in Durham, North Carolina, working with Fidelity Personal And Workplace Advisors. Kyle has previously held positions at Fidelity Investments, Brittany Monsour Agency - State Farm Insurance, Project Shift Software Engineering Fellowship, Sirius Computer Solutions, Jeff Caufield Agency - Allstate Insurance, Crossroads Automotive Group - Infiniti Of Apex, O'Connor Chevrolet, Van Bortel Subaru, Royal Palm Nissan, and Dorschel Automotive Group. Kyle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Kyle is part of Fidelity Personal And Workplace Advisors, which operates out of Durham, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Kyle Stefano Work History
Fidelity Investments
Brittany Monsour Agency - State Farm Insurance
Project Shift Software Engineering Fellowship
Sirius Computer Solutions
Jeff Caufield Agency - Allstate Insurance
Crossroads Automotive Group - Infiniti Of Apex
O'Connor Checrolet
Van Bortel Subaru
Royal Palm Nissan
Dorschel Automotive Group
Disclosures
Please visit the SEC profile of Kyle Stefano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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