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FIDELITY PERSONAL AND WORKPLACE ADVISORS
BOSTON, MA
617-563-7000
SEC #801-112027Total AUM
$818.8B
Employees
15,424Clients
1,662,073Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
245 SUMMER STREET, V2A
BOSTON
MA 02210
United States
BOSTON
MA 02210
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
617-563-7000
Other Offices
2960
Financials
Total AUM
$818.8B
Accounts
1,991,043Discretionary
$818.8B
Accounts
1,991,043Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,103,013AUM
$247.4B
HNW Individual Clients
549,755AUM
$456.6B
Pension/Profit Sharing Plan Clients
8,817AUM
$108.7B
Charitable Organization Clients
11AUM
$27.1M
Government Entity Clients
102AUM
$5.3B
Corporation or Business Clients
375AUM
$777.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
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Affiliates
Affiliates
Reported 58 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.