Ted Abner, financial advisor Boston MA

Ted Abner

CRD Number: 6208290
Current Firm: Fidelity Personal And Workplace Advisors

Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 1
Fidelity Brokerage Services LLC Covington, KY May 2013 - Current 6
University Of Kentucky Lexington, KY Sep 2009 - May 2013 3
Tente Casters, Inc. Hebron, KY Jun 2012 - Aug 2012 < 1
Highland Country Club Fort Thomas, KY May 2010 - Aug 2012 2
Alexander Safety Solutions Sparta, KY May 2009 - Aug 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Ted J. Abner
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    338,001
    MILLIONS
  • 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

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

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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