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.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Burlington, MA Apr 2019 - Current 4
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
Binghamton University Binghamton, NY Aug 2010 - May 2014 3
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
    652,548
    MILLIONS
  • 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

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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