Michael A. Skidmore
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.
Michael Allan Skidmore, who also goes by M. Allan Skidmore, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2012. Michael had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 13, 2018 - April 17, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 13, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
April 6, 2015 - April 11, 2023
FIDELITY BROKERAGE SERVICES LLC
December 9, 2013 - March 12, 2015
PNC WEALTH MANAGEMENT LLC
December 9, 2013 - March 12, 2015
PNC WEALTH MANAGEMENT LLC
June 4, 2013 - November 21, 2013
STRATEGIC ADVISERS LLC
September 3, 2012 - November 21, 2013
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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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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