Garden City, NY Franklin Avenue Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

42

Of 16,976 advisors across 1,867 offices

Location

1130 Franklin Avenue

Garden City NY 11530

Advisors at this office

42

Advisors at this office

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Hosien A

Series 63, Series 66

Garden City, NY

Fidelity

Hosien Abdelrahman is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to create comprehensive, goals-based financial plans tailored to their long-term objectives. He focuses on integrating investment strategy, risk management, and retirement planning to develop personalized strategies that address clients' unique needs. Prior to his current role, Hosien gained experience as an Investment Solutions Representative and a High Net Worth Service Associate at Fidelity Investments. He also worked as a Broker at Aegis Capital Corp in 2022. Hosien holds an Arkansas Insurance License, supporting his ability to address various financial planning aspects. Through his work, Hosien aims to simplify complex financial concepts and guide clients in making informed decisions to build lasting wealth and financial stability.

Wealth management Retirement income strategy General retirement planning Financial Professional

Chris G

CFP®, Series 63

Garden City, NY

Fidelity

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

General retirement planning Wealth management

Rawlric S

Series 66

Garden City, NY

Fidelity

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Wealth management Passive / index investing Active portfolio management

Michael K

CFP®, Series 63

Garden City, NY

Fidelity

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

Multi-generational wealth transfer Wealth management Financial Professional

Nishchay A

Series 63, Series 66

Garden City, NY

Fidelity

Nick Arora is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop retirement plans, investment strategies, and comprehensive financial reviews. His approach emphasizes working closely with clients and leveraging the resources and specialists available at Fidelity to provide comfort and peace of mind. Prior to joining Fidelity, Nick served as Director of Investments at the United Nations Federal Credit Union from 2018 to 2020. He also held positions as Senior Financial Consultant at TD Ameritrade from 2012 to 2018, and Account Executive at John Thomas Financial from 2010 to 2012. His 15 years of experience have focused on partnering with clients to pursue their financial goals through collaborative planning. Nick speaks Hindi, Punjabi, and Urdu. Outside of his professional work, his personal interests include beach activities, family activities, food, social events with friends, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing Parents

Ronald M

CFP®, Series 63, Series 66

Garden City, NY

Fidelity

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Wealth management General retirement planning Retirement income strategy Income planning Financial Professional FIRE (Financial Independence Retire Early)

Salvatore C

CFP®, Series 66

Garden City, NY

Fidelity

Salvatore Calio is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Salvatore worked as an Associate Financial Planner at Woodhull Capital Advisors from 2020 to 2021. In his current role, Salvatore partners with clients to develop comprehensive financial plans that align with their long-term aspirations. He focuses on building meaningful relationships to enhance and support clients' financial well-being, utilizing Fidelity's resources to implement customized strategies tailored to each family's unique goals.

Wealth management Passive / index investing Cash flow / budgeting

Kevin P

CFP®, Series 63

Garden City, NY

Fidelity

Kevin Paulsen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. His work focuses on wealth planning, utilizing Fidelity's technology and investing platforms to assist clients in achieving their financial goals. Throughout his tenure, Kevin has gained experience in understanding client needs and providing financial guidance. He emphasizes the use of cost-efficient investing strategies as part of his approach. Outside of his professional responsibilities, Kevin enjoys baseball, comedy, and golf.

Wealth management Passive / index investing

Kyle R

Series 66

Garden City, NY

Fidelity

Kyle Robbins is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans tailored to their unique goals. He provides strategies focused on retirement planning, income management, asset organization, and investments. Kyle joined Fidelity Investments in 2022 and has held several roles within the firm, progressing from Financial Representative to Investment Consultant before his current position as Financial Consultant. His experience is centered on delivering holistic financial planning and fostering client trust and clarity regarding their financial futures.

General retirement planning Income planning Wealth management Financial Professional

Michael N

Series 63, Series 65

Garden City, NY

Fidelity

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Wealth management Financial Professional

Matthew B

Series 66, Series 63

Garden City, NY

Fidelity

Matthew Bracken is a Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, holding various roles including Relationship Manager, Financial Representative, Stock Plan Services, and Client Relationship Advocate. His current focus is working closely with clients to help them achieve their financial planning goals. Throughout his career at Fidelity, Matthew has gained experience across different areas of financial services. He is committed to ensuring clients' financial needs are met and providing them with the tools to feel comfortable about their financial future. Outside of work, Matthew has personal interests that include baseball, hiking, movies, soccer, and traveling.

Wealth management

Jose V

Series 66

Garden City, NY

Fidelity

Jose Velasquez is a Planning Consultant at Fidelity Investments, where he works with clients to provide education and guidance tailored to their unique financial situations, ensuring that their investment strategies align with their financial goals. He has been with Fidelity Investments since 2021, holding roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Planning Consultant. His professional experience spans multiple roles within Fidelity Investments, reflecting a progressive career focused on client financial planning and investment strategy. Jose's approach centers on understanding individual client needs to support their financial objectives effectively. Outside of his professional work, Jose has interests in baseball, football, hiking, outdoor adventures, and running.

Wealth management Passive / index investing Active portfolio management
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Timothy C

Series 66

Garden City, NY

Fidelity

Timothy Callaghan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at SS&C Intralinks, PayCom, and Risk Strategies Company, along with positions in educational and parish settings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Saleh M

CFP®, Series 66

Garden City, NY

Fidelity

Sal Mezrahi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he consults with high net worth families to review their current financial situations and helps them build comprehensive plans designed to grow, distribute, and eventually pass on their assets. Prior to joining Fidelity Investments, Sal Mezrahi served as Vice President and Senior Relationship Manager at HSBC from 2006 to 2012. He began his financial advisory career at Morgan Stanley, working there as a Financial Advisor from 2002 to 2006.

Wealth management General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement income strategy

John L

Series 63, Series 66

Garden City, NY

Fidelity

John Laronga is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with individuals, families, and businesses to develop comprehensive financial strategies that are adaptable to clients' changing needs. Prior to his current position, he held multiple roles at Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. His experience also includes serving as a Senior Retirement Consultant at Empower from 2021 to 2022, and working at JPMorgan Chase Bank as a Private Client Banker from 2018 to 2020 and as a Relationship Banker from 2017 to 2018. Throughout his career, John has focused on understanding clients' objectives and working collaboratively to create holistic financial plans with ongoing guidance and support. Outside of his professional work, he has interests in beach activities, family activities, fitness, golf, running, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management
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