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Allison Masoero Hershey

Fruitful

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About Allison Masoero Hershey

Allison Hershey is a financial professional with a passion for helping individuals achieve their financial goals. Allison holds the Certified Financial Planner designation and is registered with the state of Pennsylvania. Allison has experience working with individuals and has helped clients understand their financial needs and develop strategies for their future. Currently, Allison works at Fruitful and can assist clients with financial planning and portfolio management services.

Firm Information

Allison Hershey is currently registered with Fruitful. Fruitful is a registered investment advisor based in New York, NY. They provide financial planning and portfolio management services to individuals. The firm manages approximately $1,384,519 in assets for 89 clients. They are registered with the SEC under the SEC number 801-126497.
Fruitful

335 MADISON AVE., 3RD FL

NEW YORK, NY 10017

$1.38M

Assets Under Management

390

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Allison Hershey’s Registration & Firm History

PA

10/15/2024 - Present

Fruitful (Philadelphia PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Masoero Hershey.
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