Analisa
Carmosino
Fidelity Personal And Workplace Advisors
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About this Advisor
Analisa Carmosino is a financial advisor operating out of Englewood, Colorado. Carmosino currently works for Fidelity Personal And Workplace Advisors. Throughout their career, Carmosino has worked at Fidelity Investments, Bedrock Landscaping, Revenuewell Systems, LLC, University Of Colorado, Colorado Springs Work Study, Epic Dentistry For Kids, Uccs Campus Recreation (Work Study Job), Panera Bread, Instacart, Tarver Elementary School, Century Middle School, Legacy High School and University Of Colorado, Colorado Springs. Carmosino maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Fidelity Personal And Workplace Advisors is an advisory firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in assets between its 1,712,247 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number 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 management fees vary depending on the type of financial services offered. Fees charged by Fidelity Personal And Workplace Advisors can consist 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
Analisa Carmosino Work History
Analisa has been registered as a financial advisor for 0 years.*
Fidelity Investments
Bedrock Landscaping
Revenuewell Systems, LLC
University Of Colorado, Colorado Springs Work Study
Uccs Campus Recreation (Work Study Job)
Instacart
University Of Colorado, Colorado Springs
Panera Bread
Epic Dentistry For Kids
Legacy High School
Century Middle School
Tarver Elementary School
*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 Analisa Carmosino 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
Boston, MA
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Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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