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Judith Mercurio Erdman

Fidelity Brokerage Services LLC

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About Judith Mercurio Erdman

Judith Erdman is a financial advisor registered with Fidelity Brokerage Services LLC. Judith has been in the financial services industry since 1997 and has experience with both investment banking and brokerage. She is also registered with the state securities regulators in New Jersey, New York, and Pennsylvania. She has held positions with several firms including National Financial Services LLC, Commerzbank Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc.

Firm Information

Judith Erdman is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Judith Erdman’s Registration & Firm History

NJ

10/17/2005 - Present

Fidelity Brokerage Services LLC (JERSEY CITY NJ)

MA

08/27/2003 - 10/17/2005

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

NY

08/16/2002 - 07/23/2003

COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)

NY

08/02/2000 - 03/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

03/12/1997 - 06/16/2000

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Judith Mercurio Erdman.
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