Ann Margaret Macagba Bishop

CRD 5303618 · Fidelity Brokerage Services LLC · Campbell, CA

IA RegisteredBroker

Also appears in the source record as: Ann Bishop; Ann Margaret M Bishop; Annmargaret Bishop; Ann Macagba; Ann Margaret Aliac Macagba

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (8): Arizona · California · Nevada · New Mexico · Oregon · Texas · Utah · Washington
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Hayward, CA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Campbell, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Campbell, CA · IA capacity

Aug 20, 2024 → Mar 31, 2025
First Republic Investment Management, Inc.
Menlo Parks, CA · IA capacity

Mar 22, 2022 → Sep 18, 2023
First Republic Securities Company, LLC
Menlo Park, CA · BC capacity

Mar 22, 2022 → Sep 18, 2023
Natixis Advisors, LLC
San Francisco, CA · IA capacity

Dec 11, 2019 → Apr 11, 2022
Natixis Distribution, LLC
San Francisco, CA · BC capacity

Dec 11, 2019 → Apr 11, 2022
Wells Fargo Advisors Financial Network, LLC
Los Gatos, CA · IA capacity

Nov 2, 2017 → Oct 31, 2019
Wells Fargo Advisors Financial Network, LLC
Los Gatos, CA · BC capacity

Nov 2, 2017 → Oct 31, 2019
Morgan Stanley
Palo Alto, CA · IA capacity

Jun 1, 2009 → Nov 2, 2017
Morgan Stanley
Palo Alto, CA · BC capacity

Jun 1, 2009 → Nov 2, 2017
Morgan Stanley & Co. Incorporated
Palo Alto, CA · IA capacity

Apr 25, 2008 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Palo Alto, CA · BC capacity

Apr 25, 2008 → Jun 1, 2009
Ameriprise Financial Services, Inc.
Redwood City, CA · IA capacity

Jul 4, 2007 → Aug 28, 2007
Ameriprise Financial Services, Inc.
Redwood City, CA · BC capacity

Apr 23, 2007 → Aug 28, 2007

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5303618 ↗ FINRA BrokerCheck record for CRD 5303618 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.