FIDELITY PERSONAL AND WORKPLACE ADVISORS

245 Summer Street, V2a
Boston, Massachusetts 02210
Tel: 617-563-7000

About FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS, formally registered with the SEC as FIDELITY PERSONAL AND WORKPLACE ADVISORS. The firm was established in 11/13/2017. They have over 2961 offices throughout the country.

FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $818,776,100,963 assets under management, offering retirement planning & investment advisory services to 1991043 clients. The firm is staffed with 15424 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288590
SEC#	801-112027
Assets Managed by Firm	$818,776,100,963
No. of Clients	1991043
No. of Advisors	15424

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1991043	$818,776,100,963
Individuals (other than high net worth individuals)	1103013	$247,409,303,617
High net worth individuals	549755	$456,578,276,103
Pension and profit sharing plans	8817	$108,685,709,283
Charitable organizations	11	$27,107,528
Corporations or other businesses	375	$777,305,682

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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