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 11 - 20 of 8,845 top financial advisors.
11
Mazen S. Abifaker
CRD#: 5839878
245 Summer Street, V2a, Boston, MA 02210

Mazen Abifaker (CRD# 5839878) 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.

12
Kurt S. Abitz
CRD#: 6342877
1075 Northern Blvd, Roslyn, NY 11576

Kurt Abitz (CRD# 6342877) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roslyn, NY and has over 4 years of experience in the finance industry.

13
Ted J. Abner
CRD#: 6208290
245 Summer Street, V2a, Boston, MA 02210

Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry.

14
Adam K. Abraham
CRD#: 5173053
245 Summer Street, V2a, Boston, MA 02210

Adam Abraham (CRD# 5173053) 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.

15
Daniel T. Accardo
CRD#: 5466021
245 Summer Street, V2a, Boston, MA 02210

Daniel Accardo (CRD# 5466021) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 13 years of experience in the finance industry.

16
John A. Ackerman
CRD#: 5476832
245 Summer Street, V2a, Boston, MA 02210

John Ackerman (CRD# 5476832) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry.

17
Antonio P. Acosta
CRD#: 6170544
245 Summer Street, V2a, Boston, MA 02210

Antonio Acosta (CRD# 6170544) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 7 years of experience in the finance industry.

18
David K. Adair
CRD#: 2851331
245 Summer Street, V2a, Boston, MA 02210

David Adair (CRD# 2851331) 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.

19
Cameron J. Adams
CRD#: 5890078
245 Summer Street, V2a, Boston, MA 02210

Cameron Adams (CRD# 5890078) 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.

20
Jeffrey T. Adams
CRD#: 5530454
245 Summer Street, V2a, Boston, MA 02210

Jeffrey Adams (CRD# 5530454) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 12 years of experience in the finance industry.

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