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Ever O
Series 65, Series 63, Series 66
White Plains, NY
Fidelity
Ever Onofre Gonzalez is a financial advisor at Fidelity with eight years of industry experience and holds Series 63, 65, and 66 licenses. His prior roles include positions at ThinkEquity LLC, Aegis Capital Corp, and Paulson Investment Co., LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, offering services such as discretionary portfolio management and multi-manager fund structures.
Andrew A
Series 66
White Plains, NY
Fidelity
Andrew Abbattista is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fidelity Investments and Equitable Advisors. Outside of his advisory work, he has experience in the catering industry through his involvement with Powell Catering Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.
Mark C
Series 63, Series 66
White Plains, NY
Fidelity
Mark Casa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, AXA Advisors, and RoundTable Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, supporting both retail and institutional investors.
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