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 41 - 50 of 6,675 top financial advisors.
41
Morgan R. Ahrens
CRD#: 6292486
Boston, MA 02210

Morgan Ahrens (CRD# 6292486) 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.

42
James J. Aicher
CRD#: 6453357
Boston, MA 02210

James Aicher (CRD# 6453357) 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.

43
Adel M. Aiken-Brewster
CRD#: 2969450
Boston, MA 02210

Adel Aiken-Brewster (CRD# 2969450) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 21 years of experience in the finance industry. Adel Aiken-Brewster 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.

44
Nahida Ajouz
CRD#: 5192153
Boston, MA 02210

Nahida Ajouz (CRD# 5192153) 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.

45
James T. Akatyszewski
CRD#: 4731299
Boston, MA 02210

James Akatyszewski (CRD# 4731299) 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.

46
John C. Akeroyd
CRD#: 5947673
Boston, MA 02210

John Akeroyd (CRD# 5947673) 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.

47
Brian M. Akins
CRD#: 6033499
Westlake, TX 76262

Brian Akins (CRD# 6033499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 7 years of experience in the finance industry.

48
Bonnie L. Akiri
CRD#: 2832930
Boston, MA 02210

Bonnie Akiri (CRD# 2832930) 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.

49
Enmar Alayoubi
CRD#: 5920273
Boston, MA 02210

Enmar Alayoubi (CRD# 5920273) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.

50
James E. Alban
CRD#: 2269028
Boston, MA 02210

James Alban (CRD# 2269028) 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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