FIDELITY PERSONAL AND WORKPLACE ADVISORS - Financial Advisor in Massachusetts, Boston

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

About FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based financial advisory firm with nearly $818,776,100,963 in assets under management and provides investment advisory services for 1991043 clients. There are currently 15424 financial advisors at the firm.

General Information

Firm CRD#:

288590

Firm SEC#:

801-112027

Assets Under Management:

$818,776,100,963

No. of Clients:

1991043

No. of Advisors:

15424

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

Fee Structure:

A percentage of AUM, Fixed fees

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