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FIDELITY PERSONAL AND WORKPLACE ADVISORS

245 Summer Street, V2a
Boston, Massachusetts 2210
Tel: 617-563-7000

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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 3094 offices throughout the country.

FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $652,548,367,853 assets under management, offering retirement planning & investment advisory services to 1712247 clients. The firm is staffed with 13507 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288590
SEC#801-112027
Assets Managed by Firm$652,548,367,853
No. of Clients1712247
No. of Advisors13507

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1712247$652,548,367,853
Individuals (other than high net worth individuals)978618$226,802,771,097
High net worth individuals433897$338,539,434,237
Pension and profit sharing plans8059$82,134,660,093
Charitable organizations11$16,190,288
Corporations or other businesses382$894,741,123

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