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
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 61 - 70 of 12,369 top financial advisors.
61
Kyle P. Albright
CRD#: 6505032
One Destiny Way, Westlake, TX 76262

Kyle Albright (CRD# 6505032) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 8 years of experience in the finance industry.

62
Ruben Aldape
CRD#: 6741465
49 North 400 West, Salt Lake City, UT 84101

Ruben Aldape (CRD# 6741465) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 6 years of experience in the finance industry.

63
Michael R. Aldemeyer
CRD#: 6429053
245 Summer Street, V2a, Boston, MA 02210

Michael Aldemeyer (CRD# 6429053) 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.

64
Nicholas E. Alencewicz
CRD#: 6592314
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Nicholas Alencewicz (CRD# 6592314) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 8 years of experience in the finance industry.

65
Kathryn M. Alexander
CRD#: 6700416
5400 College Boulevard Ste A, Overland Park, KS 66211

Kathryn Alexander (CRD# 6700416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Overland Park, KS and has over 7 years of experience in the finance industry.

66
Nathan B. Alexander
CRD#: 3030592
245 Summer Street, V2a, Boston, MA 02210

Nathan Alexander (CRD# 3030592) 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.

67
Alphonse Alexandre
CRD#: 2442932
601 Larkspur Landing Circle, Larkspur, CA 94939

Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.

68
Marsha M. Alexis
CRD#: 4491620
245 Summer Street, V2a, Boston, MA 02210

Marsha Alexis (CRD# 4491620) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 20 years of experience in the finance industry.

69
Gianfranco M. Alfieri
CRD#: 5908084
245 Summer Street, V2a, Boston, MA 02210

Gianfranco Alfieri (CRD# 5908084) 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.

70
Jeffrey L. Alford
CRD#: 3174491
245 Summer Street, V2a, Boston, MA 02210

Jeffrey Alford (CRD# 3174491) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 24 years of experience in the finance industry.

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