Fidelity Personal And Workplace Advisors

Fidelity Personal And Workplace Advisors (CRD# 288590) is a financial advisory firm headquartered in Boston, MA. They manage $566,241,850,754 in 1,216,586 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    566,242
    MILLION
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 1 - 10 of 8,845 top financial advisors.
1
Nancy A. Aadalen
CRD#: 2086353
245 Summer Street, V2a, Boston, MA 02210

Nancy Aadalen (CRD# 2086353) 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.

2
Nathan P. Aagard
CRD#: 5472794
40 Riverdell Ct, Wentzville, MO 63385

Nathan Aagard (CRD# 5472794) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wentzville, MO and has over 13 years of experience in the finance industry.

3
Richard Abarca
CRD#: 6828753
851 East Hamilton Ave., Ste 100, Campbell, CA 95008

Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 3 years of experience in the finance industry.

4
Gregory J. Abate
CRD#: 5158798
245 Summer Street, V2a, Boston, MA 02210

Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 14 years of experience in the finance industry.

5
Alyssa R. Abbate
CRD#: 6980780
3340 Cardinal Drive, Vero Beach, FL 32963

Alyssa Abbate (CRD# 6980780) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 2 years of experience in the finance industry.

6
David W. Abbott
CRD#: 6445258
4500 Main Street, Suite 100, Virginia Beach, VA 23462

David Abbott (CRD# 6445258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 6 years of experience in the finance industry.

7
Nikki M. Abbott
CRD#: 4999983
245 Summer Street, V2a, Boston, MA 02210

Nikki Abbott (CRD# 4999983) 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.

8
Richard T. Abbott
CRD#: 4999910
245 Summer Street, V2a, Boston, MA 02210

Richard Abbott (CRD# 4999910) 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.

9
Jana Abels
CRD#: 4831929
200 Endicott Street, Danvers, MA 01923

Jana Abels (CRD# 4831929) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 16 years of experience in the finance industry.

10
Amy K. Abens
CRD#: 6909749
One Destiny Way, Westlake, TX 76262

Amy Abens (CRD# 6909749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 3 years of experience in the finance industry.

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