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).

By the Numbers
  • Total Assets Under Management
    652,548
    MILLION
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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 41 - 50 of 11,380 top financial advisors.
41
Christopher M. Ahlstrand
CRD#: 4949161
245 Summer Street, V2a, Boston, MA 02210

Christopher Ahlstrand (CRD# 4949161) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry. Christopher Ahlstrand 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.

42
Roxana Ahmadifard
CRD#: 6849056
825 Sw Fifth Ave, Portland, OR 97204

Roxana Ahmadifard (CRD# 6849056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, OR and has over 5 years of experience in the finance industry.

43
Moatir Ahmed
CRD#: 2185249
245 Summer Street, V2a, Boston, MA 02210

Moatir Ahmed (CRD# 2185249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 30 years of experience in the finance industry.

44
Eric J. Ahn
CRD#: 6202664
610 York Road, Towson, MD 21204

Eric Ahn (CRD# 6202664) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Towson, MD and has over 9 years of experience in the finance industry.

45
James J. Aicher
CRD#: 6453357
8235 Greenway Blvd, Middleton, WI 53562

James Aicher (CRD# 6453357) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 8 years of experience in the finance industry. James Aicher 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.

46
James T. Akatyszewski
CRD#: 4731299
245 Summer Street, V2a, Boston, MA 02210

James Akatyszewski (CRD# 4731299) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 9 years of experience in the finance industry.

47
John C. Akeroyd
CRD#: 5947673
245 Summer Street, V2a, Boston, MA 02210

John Akeroyd (CRD# 5947673) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 9 years of experience in the finance industry.

48
Kurt J. Akersten
CRD#: 2157148
Two Contra Way, Merrimack, NH 03054

Kurt Akersten (CRD# 2157148) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 30 years of experience in the finance industry.

49
Brian M. Akins
CRD#: 6033499
One Destiny Way, Westlake, TX 76262

Brian Akins (CRD# 6033499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 11 years of experience in the finance industry.

50
Bonnie L. Akiri
CRD#: 2832930
245 Summer Street, V2a, Boston, MA 02210

Bonnie Akiri (CRD# 2832930) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 26 years of experience in the finance industry.

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