AF
AF

Aviva Lizette Fedida

17 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aviva operates Aviva Wealth Management as an Investment Advisor Representative, dedicating full-time hours to this role. She also works as a Tax Associate for Tax Accounting Booking Solution (TABS), spending about 10-20% of her time on tax services.

Employment History
Current Registrations
Gradient Advisors, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - February 2022 · 3 yrs 7 mos
Strategic Advisers LLC
April 2012 - July 2018 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
March 2007 - February 2022 · 14 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.