Fidelity Personal And Workplace Advisors
Fidelity Personal And Workplace Advisors (CRD# 288590) is a financial advisory firm headquartered in Boston, MA. They manage $652,548,367,853 in 1,712,247 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management652,548MILLION
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Avedis Altunian (CRD# 5501243) 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.
Nicholas Alvarado (CRD# 6368661) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oak Brook, IL and has over 8 years of experience in the finance industry.
Andrew Alvarez (CRD# 5570564) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 14 years of experience in the finance industry.
Megan Alvarez (CRD# 6366974) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 5 years of experience in the finance industry.
Molly Alvarez (CRD# 4840002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 19 years of experience in the finance industry.
Jacqueline Alves (CRD# 5275798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 15 years of experience in the finance industry.
Glen Amason (CRD# 2281746) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 30 years of experience in the finance industry. Glen Amason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sanjana Ameen (CRD# 5395970) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 15 years of experience in the finance industry.
Tenley Amerson (CRD# 5985543) 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.
Jeff Ames (CRD# 3060147) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 25 years of experience in the finance industry.