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 31 - 40 of 8,845 top financial advisors.
31
Craig S. Adkison
CRD#: 2686163
245 Summer Street, V2a, Boston, MA 02210

Craig Adkison (CRD# 2686163) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 25 years of experience in the finance industry.

32
Kanak Agarwal
CRD#: 6759867
2580 W El Camino Real, Ste 9, Mountain View, CA 94040

Kanak Agarwal (CRD# 6759867) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 3 years of experience in the finance industry.

33
Puja S. Aggarwal
CRD#: 6411103
245 Summer Street, V2a, Boston, MA 02210

Puja Aggarwal (CRD# 6411103) 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.

34
Sasha E. Agosta
CRD#: 5829216
61 Broadway, New York, NY 10006

Sasha Agosta (CRD# 5829216) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 10 years of experience in the finance industry. Sasha Agosta 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.

35
Elisa Agosto
CRD#: 5813463
245 Summer Street, V2a, Boston, MA 02210

Elisa Agosto (CRD# 5813463) 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.

36
Antonio Aguilar
CRD#: 4326772
245 Summer Street, V2a, Boston, MA 02210

Antonio Aguilar (CRD# 4326772) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 20 years of experience in the finance industry.

37
Brian C. Aguilar
CRD#: 2510341
1735 Market Street, Mellon Bank Center, Philadelphia, PA 19103

Brian Aguilar (CRD# 2510341) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Philadelphia, PA and has over 12 years of experience in the finance industry.

38
Samantha A. Aguilar
CRD#: 6874783
One Destiny Way, Westlake, TX 76262

Samantha Aguilar (CRD# 6874783) 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.

39
Francisco A. Aguilera
CRD#: 6024692
245 Summer Street, V2a, Boston, MA 02210

Francisco Aguilera (CRD# 6024692) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 9 years of experience in the finance industry.

40
John D. Ahern
CRD#: 5856758
1261 Post Road, Fairfield, CT 06824

John Ahern (CRD# 5856758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairfield, CT and has over 7 years of experience in the finance industry.

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