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Building 2FIDELITY PERSONAL AND WORKPLACE ADVISORS

Map pinBOSTON, MA
Phone617-563-7000
NotebookSEC #801-112027
Total AUM
$818.8B
Employees
15,424
Clients
1,662,073

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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