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This profile was last updated on 2/24/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Simon Arrata JD

Wrong Simon Arrata JD?

Managing Director

Local Address: New York City, New York, United States
Harvest Krane
1350 Avenue of the Americas 2nd floor
New York, New York 10019
United States

 
Background

Employment History

Board Memberships and Affiliations

  • Member
    NYS Bar Association

Education

  • Juris Doctorate ( JD ) degree
    New York Law School
  • Bachelor of Arts degree , political science
    Hunter College
  • JD
9 Total References
Web References
Simon Arrata is Senior Vice ...
www.prweb.com, 14 Feb 2013 [cached]
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, Fidelity Investments
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Simon Arrata, JD Fidelity Investments
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
...
Fidelity's Simon Arrata with SFSG Tax Manager,
Simon ...
www.beaconwealthmanagement.com, 17 Mar 2011 [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.
Home
www.beaconwealthmanagement.com, 17 Mar 2011 [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.
New York City Alumni Chapter
www.betagammasigma.org, 12 May 2006 [cached]
We will be joined by Simon Arrata, Senior Vice President of Fidelity Investments Institutional Services Company who will share with us both what they are telling their clients and what they are hearing from their clients about what to look for in 2012.
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