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1,330 advisors near
03049
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Out of 400,000+ nationwide
Nikolla G
Series 66, Series 63
Merrimack, NH
Fidelity
Nikolla Gjini is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Salem Five Bank, Bleta-Cotti Inc, and Target. Outside of his advisory role, he also works as an Uber driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.
Thomas S
Series 66
Merrimack, NH
Fidelity
Thomas Scala is a financial advisor with Fidelity, holding a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments beginning in 2024 and prior experience in sales and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio solutions.
Brett F
Series 63, Series 66
Merrimack, NH
Fidelity
Brett Frittitta is a financial advisor at Fidelity with six years of industry experience. He previously worked at Putnam Investments for eight years before joining Fidelity Brokerage Services and Fidelity Investments. Frittitta serves as a trustee for the Community Center Trust Lawrence Lodge 902 OSIA, a nonprofit organization focused on managing property maintenance and upgrades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and supports multiple registered investment companies and fund-of-funds.
Sierra B
Series 66, Series 63
Merrimack, NH
Fidelity
Sierra Brady is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has held positions at Granite State Management and Resources, Wentworth Douglas Hospital, and Great Bay Community College prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.
Nicholas S
Series 63, Series 66
Merrimack, NH
Fidelity
Nicholas Salafia is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concord Group Insurance Company and Lincoln Financial Distributors prior to his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory roles with multiple registered investment companies.
Cory L
Series 63, Series 66
Merrimack, NH
Fidelity
Cory Latham is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.
Emily C
Series 66
Nashua, NH
Fidelity
Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.
Madison A
Series 63, Series 66
Nashua, NH
Fidelity
Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.
Kyle V
Series 66, Series 63
Merrimack, NH
Fidelity
Kyle Vallee is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as commodity pool operation and advisory roles to multiple registered funds.
Raj P
Series 66
Merrimack, NH
Fidelity
Raj Patel is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at T-Mobile for seven years before joining Fidelity. His earlier roles include work at 2020 Companies and the University of Massachusetts Lowell. Fidelity’s Strategic Advisers LLC, where Patel is based, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.
Philip C
Series 66
Hollis, NH
UBS Financial Services
Philip Chu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at UST Securities Corp and Bank of America for 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Michael R
Series 66
Nashua, NH
Fidelity
Michael Ruger is a Series 66-licensed financial advisor with Fidelity, based in Nashua, NH, with 18 years of industry experience. He has been with Fidelity Investments since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as an advisor to multiple registered funds and institutional platforms.
Shane C
Series 66
Merrimack, NH
Fidelity
Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.
Christine P
Series 63, Series 66
Merrimack, NH
Fidelity
Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.
Amy L
Series 63, Series 66
Merrimack, NH
Fidelity
Amy Locke is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.
Ryan K
Series 63, Series 66
Merrimack, NH
Fidelity
Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a broad investable universe.
Genny R
Series 66
Merrimack, NH
Fidelity
Genny Rizzotti is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years as a homemaker. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.
Mitchell M
Series 63, Series 66
Merrimack, NH
Fidelity
Mitchell Monette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022 and previous positions in education and municipal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.
Irina B
Series 63, Series 66
Nashua, NH
Fidelity
Irina Biley is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2009, serving in various roles including Investment Consultant, Financial Representative, Retirement Solutions Representative, Active Trader Services, Premium Services Representative, and Service Trading. Prior to joining Fidelity, she worked at TD Bank as a Customer Service Representative and as an Administrative Assistant at TD Wealth Management. Her professional experience covers a range of financial services, focusing on retirement planning, education savings, and investment growth. As a Certified Financial Planner, she emphasizes building meaningful relationships with clients, helping them navigate their financial goals and challenges. Details about her education, credentials beyond Certified Financial Planner, and personal interests or community involvement have not been provided.
Vitaliy B
Series 63, Series 66
Merrimack, NH
Fidelity
Vitaliy Biley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions and model portfolios.
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Finding advisors...
1,330 advisors near
03049
within the area shown on the map
Out of 400,000+ nationwide