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This profile was last updated on 12/4/13  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Simon Arrata

Wrong Simon Arrata?

Senior Vice President

Phone: (917) ***-****  
Local Address:  New York City , New York , United States
Fidelity Investments
245 Summer Street
Boston , Massachusetts 02210
United States

Company Description: Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial...   more
Background

Employment History

Education

  • Bachelor of Arts degree , political science
    Hunter College
  • JD
  • Juris Doctorate ( JD ) degree
    New York Law School
33 Total References
Web References
Upcoming & Past Events
www.beaconwealthmanagement.com [cached]
Simon Arrata Simon Arrata is Senior Vice President for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Mr. Arrata joined Fidelity in 2000 as Senior Financial Planning Consultant. There, he managed the investment portfolios for the firm's high net worth clients, managing over $3 billion in assets, and developed and implemented sophisticated estate and income planning strategies with a focus on intergenerational wealth transfer. He received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata holds FINRA series 7, 63, & 65 as well as his Health, Life & Disability license.
...
Simon Arrata
Simon Arrata is Senior Vice President for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Mr. Arrata joined Fidelity in 2000 as Senior Financial Planning Consultant. There, he managed the investment portfolios for the firm's high net worth clients, managing over $3 billion in assets, and developed and implemented sophisticated estate and income planning strategies with a focus on intergenerational wealth transfer. He received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata holds FINRA series 7, 63, & 65 as well as his Health, Life & Disability license.
Simon Arrata, ...
www.harvestkrane.com [cached]
Simon Arrata, JD CEO
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Simon Arrata, JD
Chief Executive Officer
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Simon became the CEO of Harvest Krane in February 2014. He joined the firm in May 2013 as Managing Director. Simon is responsible for all sales and marketing activities for Harvest's investment products in the United States. He also leads the firm's product development and China educational efforts. He was previously a Senior Vice President at Fidelity Investments. Some of Simon's accomplishments during his 13.5-year tenure at Fidelity include: Overseeing a large sales territory calling upon the firm's top Registered Investment Advisor, Family Office, and Bank Trust departments (top clients typically had in excess of $1 billion AUM). Maintaining subject matter expertise in the firm's mutual funds and managed money products. Managing $3 billion in assets for Fidelity's high net worth clients prior to joining the firm's Institutional Division. Mr. Arrata received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata is a registered representative of Harvest Krane Investments with series 7, 63, 65 & 24 registration. He also has Health, Life & Disability insurance licenses.
...
Simon Arrata, JD CEO
Harvest Krane Investments, LLC, Member FINRA, SIPC 420 Lexington Ave, Suite 300, New York, NY 10170
You are now leaving Harvestkrane.com Proceed
Simon ...
www.bwmllc.com [cached]
Simon Arrata
Simon Arrata is Senior Vice President for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Mr. Arrata joined Fidelity in 2000 as Senior Financial Planning Consultant. There, he managed the investment portfolios for the firm's high net worth clients, managing over $3 billion in assets, and developed and implemented sophisticated estate and income planning strategies with a focus on intergenerational wealth transfer. He received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata holds FINRA series 7, 63, & 65 as well as his Health, Life & Disability license.
...
Simon Arrata
Simon Arrata is Senior Vice President for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Mr. Arrata joined Fidelity in 2000 as Senior Financial Planning Consultant. There, he managed the investment portfolios for the firm's high net worth clients, managing over $3 billion in assets, and developed and implemented sophisticated estate and income planning strategies with a focus on intergenerational wealth transfer. He received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata holds FINRA series 7, 63, & 65 as well as his Health, Life & Disability license.
Simon ...
www.bwmllc.com [cached]
Simon Arrata
Simon Arrata is Senior Vice President for Fidelity Financial Advisor Solutions (FFAS), a division of Fidelity Investments. Mr. Arrata joined Fidelity in 2000 as Senior Financial Planning Consultant. There, he managed the investment portfolios for the firm's high net worth clients, managing over $3 billion in assets, and developed and implemented sophisticated estate and income planning strategies with a focus on intergenerational wealth transfer. He received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata holds FINRA series 7, 63, & 65 as well as his Health, Life & Disability license.
We were also joined by Mr. ...
shapirofsg.com [cached]
We were also joined by Mr. Simon Arrata, Senior Vice President of Fidelity Wealth Advisor Services
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Fidelity's Simon Arrata with SFSG Tax Manager,
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