Sam Herte

Sam Herte: Email & Phone Number

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Planning Consultant at Fidelity Investments|New York, New York, United States

Position:

Planning Consultant at Fidelity Investments

Location:

New York, New York, United States

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Last updated: 2026-05-03
Updated: 2026-05-03

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Work Experience 5 years

Planning Consultant at Fidelity Investments

Apr 2026 - Current

Relationship Manager at Fidelity Investments

Apr 2025 - Apr 2026

Financial Representative at Fidelity Investments

Jan 2024 - Apr 2025

Client Experience Associate, Brokerage Operations at Fidelity Investments

Sep 2021 - Jan 2024

Sam Herte started working in 2021, then the employee has changed 3 jobs. On average, Sam Herte works for one company for 1 year 3 months.

Their professional focus is Economics, Financial Analysis, and Problem Solving across 3 core areas.

Education

Bentley University

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