Livingston, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$561,384,950,404
ClientsTotal clients
2,390,975
AdvisorsAdvisors at this office
2
Of 17,005 advisors across 1,872 offices
Location
Livingston NJ
Advisors at this office
2
Advisors at this office
Ross B
Series 66, Series 65
Livingston, NJ
Fidelity
Ross Berman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, The Ayco Company LP, and Buchbinder Tunick & Co. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.
Kathleen H
Series 63, Series 66
Livingston, NJ
Fidelity
Kathleen Hunt is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with specialized activities including commodity pool operation and advisory roles for multiple registered investment companies.
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