Michele D'avanzo
Professional Summary
Michele D'avanzo, who also goes by Michele Davanzo, is a registered financial advisor currently at NATIONAL FINANCIAL SERVICES LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts. Michele is registered as a RR (Registered Representative) and started their career in finance in 2021. Michele has worked at 4 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 24, Series 10, Series 9...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michele D'avanzo, Michele Davanzo
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
FIDELITY PRIME FINANCING | FIDELITY PRIME FINANCING, LLC
Contact Information
Main Address
155 Seaport Boulevard, Boston, MA 02210Mailing Address
245 Summer Street Mail Zone: V1b, Boston, MA 02210Phone Number
(617) 563-0844Established
Delaware since 10/02/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | OWNER | — |
| CREEDON, ADAM | CHIEF COMPLIANCE OFFICER | 5417517 |
| CULLEN, KEVIN P | PRESIDENT; ELECTED MANAGER | 5173096 |
| HUNT, JON PETER | DIRECTOR | 2270130 |
| MARCHUK, ANTON V | ELECTED MANAGER | 4002432 |
| REMMES, GREGORY JOHN | PRINCIPAL OPERATIONS OFFICER, ELECTED MANAGER | 2169049 |
| RHODES, NOAH BUTLER | CHIEF FINANCIAL OFFICER | 6546392 |
| RYAN, KRISTA | C.L.O.; SECRETARY | — |
| TESAURO, THOMAS JOHN | C.E.O., ELECTED MANAGER | 1862532 |
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2001)
(1/2/2001)
(1/2/2001)
(1/2/2015)
(1/2/2015)
(1/3/2001)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/4/2001)
(1/2/2015)
(2/4/2000)
(1/2/2001)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2001)
(1/2/2001)
(1/2/2015)
(1/2/2001)
(1/9/2015)
(1/2/2015)
(1/5/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/3/2001)
(1/2/2015)
(1/2/2015)
(1/2/2015)
(1/2/2001)
(1/2/2015)
(1/3/2001)
(1/2/2015)
(1/2/2015)
(1/2/2001)
(1/2/2015)
(1/2/2015)
(1/2/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2000Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2004About the Series 9 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Michele D'avanzo's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC