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Amberlyn N Endres

Advisor at Fidelity — Bethpage, TN

Updated today

Credentials

Series 66, Series 63

Experience

12 years

Location

Bethpage, TN

Fidelity logo

Fidelity

Institution

Total advisors

17,126

Across 1,881 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Amberlyn Endres is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked within various divisions of Fidelity, including Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Bethpage, TN

Bethpage TN

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

12 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - 2025 • 7 years

Boston, MA

Fidelity Brokerage Services LLC

2014 - Present • 12 years

Covington, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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David F

Series 65

Hendersonville, TN

Coordinated Wealth Management, L.L.C.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

General estate planning guidance Wealth management
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John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, Tennessee, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, and Middleton Farmers Coop. Outside of advisory services, he has operated a lawn care business for over a decade. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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Scott P

Series 63, Series 65

Gallatin, TN

Mercer Global Advisors Inc.

Scott Paschal is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Financial Partners Group, LLC for 12 years. Outside of advising, he is the managing member of Hickory Hills Farm, LLC, a farming business operating as Cellar 53 Winery. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Brian B

Series 63, Series 65

Gallatin, TN

FIFTH THIRD SECURITIES, Inc.

Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Frank B

Series 63, Series 65

Gallatin, TN

Mercer Global Advisors Inc.

Frank Bowling is a financial advisor with Mercer Global Advisors Inc. in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior career includes long-term roles with Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services plus financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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