William Bereszniewicz, financial advisor Burlington MA

William Bereszniewicz

CRD Number: 7054298
Current Firm: Fidelity Personal And Workplace Advisors

William Bereszniewicz (CRD# 7054298) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 4 years of experience in the finance industry. William Bereszniewicz 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.

Similar Advisors
Peter Canniff, financial advisor Burlington MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Jamie Upson, financial advisor Burlington MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Burlington MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Fidelity Investments Burlington, MA Apr 2019 - Current 5
North American Management Corp Boston, MA Mar 2016 - Apr 2019 3
Jpmorgan Chase & Company Boston, MA Sep 2015 - Mar 2016 < 1
Los Angeles Dodgers Los Angeles, CA Jun 2014 - Jul 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
Contact Info for William Bereszniewicz
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.