Fidelity Personal And Workplace Advisors

Fidelity Personal And Workplace Advisors (CRD# 288590) is a financial advisory firm headquartered in Boston, MA. They manage $338,001,104,173 in 914,878 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    338,001
    MILLION
  • Total Number of Accounts
    914,878
    ACCOUNTS
  • Average Account Value
    $369,449
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 6,675 top financial advisors.
31
Jeffrey S. Agnew
CRD#: 6386787
Boston, MA 02210

Jeffrey Agnew (CRD# 6386787) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 years of experience in the finance industry.

32
Sasha E. Agosta
CRD#: 5829216
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 9 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.

33
Elisa Agosto
CRD#: 5813463
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 9 years of experience in the finance industry.

34
Antonio Aguilar
CRD#: 4326772
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 18 years of experience in the finance industry.

35
Samantha A. Aguilar
CRD#: 6874783
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 2 years of experience in the finance industry.

36
Francisco A. Aguilera
CRD#: 6024692
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 7 years of experience in the finance industry.

37
Matthew A. Ahern
CRD#: 6339320
Boston, MA 02210

Matthew Ahern (CRD# 6339320) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 years of experience in the finance industry.

38
Christopher M. Ahlstrand
CRD#: 4949161
Boston, MA 02210

Christopher Ahlstrand (CRD# 4949161) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 years of experience in the finance industry. Christopher Ahlstrand 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.

39
Maisa Ahmad
CRD#: 5616067
Boston, MA 02210

Maisa Ahmad (CRD# 5616067) 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.

40
Moatir Ahmed
CRD#: 2185249
Boston, MA 02210

Moatir Ahmed (CRD# 2185249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 27 years of experience in the finance industry.

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