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FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
FIDELITY PERSONAL AND WORKPLACE ADVISORS
BOSTON, Massachusetts
·
21 registered advisors
·
CRD# 288590
SEC# 801-112027
2960
617-563-7000
01
Firm Overview
AUM
$818.8B
Regulatory assets under management
Employees
15424
Total firm employees
Advisors
21
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
21 registered advisors
Christopher Andrew Mcdermott
BOSTON, Massachusetts
CRD# 2680861
Christopher Edwin Sheldon
BOSTON, Massachusetts
CRD# 2577528
Christopher Robert Sorensen
BOSTON, Massachusetts
CRD# 2194149
David Anthony Golino
BOSTON, Massachusetts
CRD# 5404683
David Butler Coyne
BOSTON, Massachusetts
CRD# 2167479
David Eric Dintenfass
BOSTON, Massachusetts
CRD# 4448785
David (nmn) Peterson
BOSTON, Massachusetts
CRD# 2533118
Hunter Crawford Mccombie
BOSTON, Massachusetts
CRD# 6018700
Jeff Allen Devolder
BOSTON, Massachusetts
CRD# 2910494
Jill Marie Evans
BOSTON, Massachusetts
CRD# 2926905
Karim Glorie Lynn
BOSTON, Massachusetts
CRD# 5188890
Kathleen Ann Murphy
BOSTON, Massachusetts
CRD# 3272676
Kevin Joseph Ruth
BOSTON, Massachusetts
CFP
ChFC
CRD# 2481344
Kevin Mark Barry
BOSTON, Massachusetts
CRD# 6039461
Kevin Michael Mclaughlin
BOSTON, Massachusetts
CRD# 5392417
Lauren Faith Brouhard
BOSTON, Massachusetts
CRD# 4651521
Norman Lee Ashkenas
BOSTON, Massachusetts
CRD# 2467840
Peter Eric Wiemeyer
BOSTON, Massachusetts
CRD# 2998569
Sangeeta (nmn) Moorjani
BOSTON, Massachusetts
CRD# 2788786
Sriram Palghat Subramaniam
BOSTON, Massachusetts
CRD# 4327279
Wilson Brechner Owens
BOSTON, Massachusetts
CRD# 6383298
05
Office Locations
BOSTON, Massachusetts
21 advisors
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Data sourced from SEC Form ADV filings. FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC (CRD# 288590) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.