Michael
Compitello
Fidelity Personal And Workplace Advisors
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About this Advisor
Michael Compitello is a financial advisor operating out of Durham, North Carolina with 1 year of industry experience. Compitello is an employee of Fidelity Personal And Workplace Advisors. During their career, Compitello has held roles at Saint Mary Magdalene, Arbiter Sports, Cardinal Gibbons High School, Food Lion, Student, Macgregor Downs Country Club, Royal Parking, North Carolina State University, Swim Club Management Group, Triangle Aquatics, Lifetime Fitness, Tiaa and Fidelity Investments. Compitello holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Fidelity Personal And Workplace Advisors is a registered investment business based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It manages $653 billion in total assets between its 1,712,247 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. The business 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 largely are based on which services are offered. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of some 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
Michael Compitello Work History
Michael has been registered as a financial advisor for 1 years.*
Fidelity Investments
Tiaa
Triangle Aquatics
Lifetime Fitness
Royal Parking
Swim Club Management Group
Macgregor Downs Country Club
North Carolina State University
Student
Food Lion
Arbiter Sports
Cardinal Gibbons High School
Saint Mary Magdalene
*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 Compitello 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
Smithfield, RI
Framingham, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Palo Alto, CA
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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