Unclaimed Profile

David Butler Coyne

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record30 years registeredFIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

245 SUMMER STREET, V2A, BOSTON, MA 02210CRD# 2167479Firm CRD# 288590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Butler Coyne · BOSTON, MA

Registration

CRD #2167479 · FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Oct 2024

BOSTON, MA

STRATEGIC ADVISERS LLC

Oct 1995 – Jul 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · October 25, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD 288590 · SEC 801-112027

AUM

$818.8B

Regulatory assets under management

Employees

15,424

1,991,043 client accounts

Services offered by FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Butler Coyne offer?

David Butler Coyne specializes in Financial Planning, Investment Management, Wealth Management.

What are David Butler Coyne's credentials?

David Butler Coyne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Butler Coyne located?

David Butler Coyne is based in BOSTON, Massachusetts, last registered with FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC.

How does David Butler Coyne charge for services?

David Butler Coyne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC?

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC has approximately 15424 employees and manages $818.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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