Fidelity Personal And Workplace Advisors
Fidelity Personal And Workplace Advisors (CRD# 288590) is a financial advisory firm headquartered in Boston, MA. They manage $818,776,100,963 in 1,991,043 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management818,776MILLION
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
Leander Antonio (CRD# 2544448) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 29 years of experience in the finance industry.
Victor Adrian Antonio (CRD# 4129525) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 17 years of experience in the finance industry.
Sean Apostalo (CRD# 6247713) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 10 years of experience in the finance industry.
Michael Applegate (CRD# 5139013) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Ronald Appling (CRD# 4301110) 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.
Daniel Appugliese (CRD# 4247556) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 23 years of experience in the finance industry.
Michael Aquilino (CRD# 5395119) 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.
Rodolfo Aquino (CRD# 5474264) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brea, CA and has over 14 years of experience in the finance industry.
Haig Arakelian (CRD# 4130580) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 23 years of experience in the finance industry.
Romik Arakelian (CRD# 6361998) 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.