Triccia Bana
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Dublin, CA 94568-4608
Credentials
Series 63, Series 66
Industry experience
1 year
Triccia Bana is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity in 2025, she worked at MarketCast and Phoenix Marketing International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.
Based on Fidelity
4500 A Tassajara Road
Dublin, CA 94568-4608
California
FIDELITY INVESTMENTs
2025 - Present (1 year)
UnEMPLOYED
2024 - 2025 (1 year)
MarketCast
2022 - 2024 (2 years)
Phoenix Marketing International
2021 - 2022 (1 year)
Phoenix Marketing International
2021 - 2021 (1 year)
Phoenix Marketing International
2021 - 2021 (1 year)
Phoenix Marketing International
2019 - 2020 (1 year)
Phoenix Marketing International
2019 - 2019 (1 year)
Nielsen
2018 - 2018 (1 year)
Nielsen
2016 - 2017 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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