CF
Collette M. Fidrych
INVESCO ADVISERS
Marblehead, MA
Some features on this profile are disabled
CRD#: 6108655
CF
Professional summary
Collette Marie Fidrych, who also goes by Collette Marie Fidrych, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Marblehead, Massachusetts and INVESCO DISTRIBUTORS, INC. located in Yardley, Pennsylvania.
Collette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Collette has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Collette Marie Fidrych
Other business activities
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.
(1) COLLETTE FIDRYCH - LANDLORD; INVESTMENT RELATED; 700 S HARBOUR ISLAND BLVD, UNIT 633, TAMPA, FL 33602, USA; RENTING OUT OUR CONDO FOR INCOME; LANDLORD; START: 09/2024; 3-5HRS/MO, NOT DURING TRADING HOURS; COLLECT RENT, MAINTAIN PROPERTY (OUTSOURCED THROUGH BUILDING MAINTENANCE). (2) YMCA OF NORTH SHORE; NOT INVESTMENT RELATED; 200 CUMMINGS CENTER, SUITE 173D, BEVERLY, MA 01915, USA; HELPING WITH COMMUNITY OUTREACH AND CREATING AND MANAGING DIFFERENT PROGRAMS FOR THE COMMUNITY; BOARD MEMBER; START: 07/2025; 2 HRS/MO, NOT DURING TRADING HOURS; HELPING MAKE DECISIONS FOR FUTURE OF THE Y WHEN IT COMES TO PROGRAMS, COMMUNITY OUTREACH AND VOLUNTEER WORK.
CRS (Client Relationship Summary) - RIA
Click below to view Collette Marie Fidrych's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 27, 2023 - Present
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
Marblehead, MA
Current
March 24, 2023 - Present
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
Yardley, PA
Past
December 15, 2020 - March 17, 2023
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
March 28, 2016 - December 31, 2020
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
RIA
CRD#: 138756
BOSTON, MA
Past
May 30, 2013 - March 17, 2023
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
September 11, 2012 - October 5, 2012
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
ANDOVER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/24/2023)
RR
Alaska(3/24/2023)
RR
Arizona(3/24/2023)
RR
Arkansas(3/24/2023)
RR
California(3/24/2023)
RR
Colorado(3/24/2023)
RR
Connecticut(3/24/2023)
RR
Delaware(3/24/2023)
RR
District of Columbia(3/24/2023)
RR
Florida(3/24/2023)
RR
Georgia(3/24/2023)
RR
Hawaii(3/24/2023)
RR
Idaho(3/24/2023)
RR
Illinois(3/24/2023)
RR
Indiana(3/24/2023)
RR
Iowa(3/24/2023)
RR
Kansas(3/24/2023)
RR
Kentucky(3/24/2023)
RR
Louisiana(3/24/2023)
RR
Maine(3/24/2023)
RR
Maryland(3/24/2023)
RR
Massachusetts(3/24/2023)
RR
Michigan(3/24/2023)
RR
Minnesota(3/24/2023)
RR
Mississippi(3/24/2023)
RR
Missouri(3/24/2023)
RR
Montana(3/24/2023)
RR
Nebraska(3/24/2023)
RR
Nevada(3/24/2023)
RR
New Hampshire(3/24/2023)
RR
New Jersey(3/24/2023)
RR
New Mexico(3/24/2023)
RR
New York(3/24/2023)
RR
North Carolina(3/24/2023)
RR
North Dakota(3/24/2023)
RR
Ohio(3/26/2023)
RR
Oklahoma(3/24/2023)
RR
Oregon(3/24/2023)
RR
Pennsylvania(3/24/2023)
RR
Puerto Rico(3/24/2023)
RR
Rhode Island(3/24/2023)
RR
South Carolina(3/24/2023)
RR
South Dakota(3/24/2023)
RR
Tennessee(3/24/2023)
RR
Texas(3/24/2023)
IAR
Texas(3/27/2023)
RR
Utah(3/24/2023)
RR
Vermont(3/24/2023)
RR
Virgin Islands(3/24/2023)
RR
Virginia(3/24/2023)
RR
Washington(3/24/2023)
RR
West Virginia(3/24/2023)
RR
Wisconsin(3/24/2023)
RR
Wyoming(3/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
Red Flags
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.
