Mark Andrew
Samia
Fidelity Personal And Workplace Advisors
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About this Advisor
Mark Andrew Samia is a financial advisor working out of Durham, North Carolina who has 1 year of industry experience. Samia is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Chick Fil-A Winterville, Nelson Staffing Inc, Lowe'S Foods, Chick Fil-A Prosperity Church Rd, Blue Arbor Inc, Chick Fil-A Arboretum, Amazon Web Services LLC, University Of The Philippines Diliman Extension In Pampanga, Fidelity Brokerage Services LLC and University Of North Carolina At Charlotte. Samia holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in total assets between its 1,712,247 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth investors 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. A financial advisor's fees largely vary depending on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Mark Andrew Samia Work History
Mark Andrew has been registered as a financial advisor for 1 years.*
Fidelity Brokerage Services LLC
Nelson Staffing Inc
Lowe'S Foods
Chick Fil-A Prosperity Church Rd
Amazon Web Services LLC
Chick Fil-A Arboretum
University Of North Carolina At Charlotte
Blue Arbor Inc
Chick Fil-A Winterville
University Of The Philippines Diliman Extension In Pampanga
*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 Mark Andrew Samia 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
Greenbrae, CA
Wyncote, PA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
Fairfield, CT
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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