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2015-10-04T00:00:00.000Z

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Mr. Simon Arrata

Senior Vice President - RIA Institutional Investment Specialist

Fidelity Investments

Direct Phone: (917) ***-****       

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 objectives. more

Find other employees at this company (31,490)

Background Information

Employment History

Chief Executive Officer
Harvest Krane

Affiliations

Member
NYS Bar Association

Education

Bachelor of Arts degree
political science
Hunter College

JD

Juris Doctorate ( JD ) degree

New York Law School

Web References (33 Total 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.

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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.
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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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