David J. Notarangelo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Joseph Notarangelo was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2000. David had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Education
George Washington University
Master of Business Administration (MBA) - Management
2005
University of Notre Dame
Bachelor of Information Systems - Management of Information Systems
1998
University of Notre Dame
Bachelor of Business Administration - Finance
1998
Experience
July 13, 2018 - April 26, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 29, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
July 28, 2011 - April 26, 2024
FIDELITY BROKERAGE SERVICES LLC
December 13, 2001 - July 14, 2011
T. ROWE PRICE ADVISORY SERVICES, INC.
February 3, 2000 - July 12, 2011
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
FIDELITY PERSONAL AND WORKPLACE ADVISORS
Vice President, Financial ConsultantCRD#: 288590TRUST BUT VERIFY
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