Fidelity Personal And Workplace Advisors

Fidelity Personal And Workplace Advisors (CRD# 288590) is a financial advisory firm headquartered in Boston, MA. They manage $338,001,104,173 in 914,878 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    338,001
    MILLION
  • Total Number of Accounts
    914,878
    ACCOUNTS
  • Average Account Value
    $369,449
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Fidelity Personal And Workplace Advisors
Showing 1 - 10 of 6,675 top financial advisors.
1
Nancy A. Aadalen
CRD#: 2086353
Boston, MA 02210

Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 27 years of experience in the finance industry.

2
Nathan P. Aagard
CRD#: 5472794
Wentzville, MO 63385

Nathan Aagard (CRD# 5472794) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wentzville, MO and has over 11 years of experience in the finance industry.

3
Gregory J. Abate
CRD#: 5158798
Boston, MA 02210

Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry.

4
Nikki M. Abbott
CRD#: 4999983
Boston, MA 02210

Nikki Abbott (CRD# 4999983) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 13 years of experience in the finance industry.

5
Richard T. Abbott
CRD#: 4999910
Boston, MA 02210

Richard Abbott (CRD# 4999910) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 13 years of experience in the finance industry.

6
Amy K. Abens
CRD#: 6909749
Westlake, TX 76262

Amy Abens (CRD# 6909749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has 1 year of experience in the finance industry.

7
Mazen S. Abifaker
CRD#: 5839878
Boston, MA 02210

Mazen Abifaker (CRD# 5839878) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.

8
Ted J. Abner
CRD#: 6208290
Boston, MA 02210

Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 years of experience in the finance industry.

9
Adam K. Abraham
CRD#: 5173053
Boston, MA 02210

Adam Abraham (CRD# 5173053) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry.

10
Daniel T. Accardo
CRD#: 5466021
Boston, MA 02210

Daniel Accardo (CRD# 5466021) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 11 years of experience in the finance industry.

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