Saint Petersburg, FL Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

14

Of 17,005 advisors across 1,872 offices

Location

Saint Petersburg FL

Advisors at this office

14

Advisors at this office

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Timothy H

Series 66

St. Petersburg, FL

Fidelity

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
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Tyler M

Series 63, Series 66

St Petersburg, FL

Fidelity

Tyler Mackanos is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Landstar Transportation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Steven S

Series 66

St. Petersburg, FL

Fidelity

Steven Schnoke is a Series 66-credentialed financial advisor with five years of industry experience, currently serving at Fidelity in St. Petersburg, FL. His prior work includes roles at First Allied Advisory Services and FedEx Freight. 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’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Curtis S

Series 63, Series 66

St. Petersburg, FL

Fidelity

Curtis Speller is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Capital Analysts, Lincoln Investment, Edward Jones, and service in the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Charitable giving & philanthropy Active portfolio management

Thomas W

Series 66

St. Petersburg, FL

Fidelity

Thomas Walter is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles from Financial Representative to Financial Consultant before his current role. Prior to Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2005 to 2007 and completed an internship at Morgan Stanley Smith Barney from 2001 to 2003. His professional experience spans over a decade and a half in financial consulting, with a focus on assisting families with their financial needs and goals. Thomas holds a California Insurance License, supporting his advisory capabilities. Growing up in Naperville, Thomas began investing in the stock market from a young age, using funds earned caddying during summers starting in eighth grade. This early experience influenced his career path and commitment to helping clients achieve their financial objectives.

Wealth management Financial Professional
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Barbara P

Series 63, Series 66

St Petersburg, FL

Fidelity

Barbara Phethean is a financial advisor at Fidelity with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at RBC Capital Markets, RBC Wealth, AXA Advisors, and Equitable Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Charitable giving & philanthropy Active portfolio management

Brittany V

Series 63, Series 66

St Petersburg, FL

Fidelity

Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

Wealth management
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Daniel J

CFP®, Series 66

St. Petersburg, FL

Fidelity

Daniel Jones is a CFP® and Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, he held roles at the University of Georgia, University of North Georgia, and several community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Charitable giving & philanthropy Active portfolio management
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Edward H

Series 63, Series 66

St Petersburg, FL

Fidelity

Edward Hayes is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Raymond James and Associates/Producers Choice and has experience with Indianapolis Indians and OneAmerica. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management

Alexander L

Series 66

Saint Petersburg, FL

Fidelity

Alexander Leuser is an Investment Consultant who works closely with clients to understand their financial goals and develop tailored strategies to meet their individual needs. He focuses on building long-term relationships based on trust and professionalism. He has experience in various roles within the financial services industry, including his current position at Fidelity Investments since 2021 where he has progressed from Investment Solutions Representative I to III. Prior to this, he worked at Prudential Financial as a Regional Sales Consultant from 2017 to 2021, and at Merrill Lynch as a Financial Solutions Consultant from 2015 to 2017. Outside of his professional work, Alexander has interests in beach activities, cars, fitness, sailing, and traveling.

Wealth management Passive / index investing Active portfolio management Financial Professional
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Eric H

Series 66

St. Petersburg, FL

Fidelity

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kathlyn D

CFP®, Series 66

Saint Petersburg, FL

Fidelity

Kathlyn Diebel is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Fidelity Investments, having previously worked at Ameriprise Financial Services, Inc. for six years. Kathlyn is part of Strategic Advisers LLC, a Fidelity Investments company that provides 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 manage discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
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Sean C

Series 63, Series 66

St. Petersburg, FL

Fidelity

Sean Campbell is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes previous roles at Asset Money Management, Inc., PlanMember Securities Corporation, and Scottrade, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Christian C

Series 66

St. Petersburg, FL

Fidelity

Christian Cook is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Florida Financial Advisors. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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