Unclaimed Profile

Kevin Joseph Ruth

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 63CFP ChFCClean record22 years registeredFIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

245 SUMMER STREET, V2A, BOSTON, MA 02210CRD# 2481344Firm CRD# 288590

Profile Verification

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

Identity

Kevin Joseph Ruth · BOSTON, MA

Registration

CRD #2481344 · FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC · 22 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 – Feb 2019

BOSTON, MA

STRATEGIC ADVISERS LLC

Sep 2013 – Jul 2018

JERSEY CITY, NJ

UBS FINANCIAL SERVICES INC.

Sep 2003 – Aug 2013

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 2, 2003

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. 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

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Joseph Ruth offer?

Kevin Joseph Ruth specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Joseph Ruth's credentials?

Kevin Joseph Ruth holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Joseph Ruth located?

Kevin Joseph Ruth is based in BOSTON, Massachusetts, last registered with FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC.

How does Kevin Joseph Ruth charge for services?

Kevin Joseph Ruth'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →