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Fidelity Personal and Workplace Advisors

Fidelity Personal and Workplace Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $338.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 915K
      Accounts
    • $369.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6,946

name start date
Rush Wesley Hanner
July 2018
Daniel Thomas Block
July 2018
Shelia M Gibson
July 2018
John Puckett
July 2018
Bradford Douglas Houchins
July 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    42 North Resource Partners Advisors Lp -- --
    Agilus Ventures Advisors IV Limited Partnership -- --
    Agilus Ventures Advisors Iv-E Limited Partnership -- --
    Alimont Ventures Advisors V Limited Partnership -- --
    Ballyrock Investment Advisors LLC IAR $821,508,946
    Empire Fidelity Investments Life Insurance Company -- --
    F-Prime Capital Partners Health It and Services Advisors Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund II Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund III Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund IV Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund Iv-A Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund V Lp -- --
    F-Prime Capital Partners Life Sciences Advisors Fund VI Lp -- --
    F-Prime Capital Partners Tech Advisors Fund II Lp -- --
    F-Prime Capital Partners Tech Advisors Fund Lp -- --
    Fiam Index Fund Gp, LLC -- --
    Fiam Institutional Funds Manager, LLC -- --
    Fiam LLC IAR $84,566,449,735
    Fidelity (Canada) Asset Management Ulc -- --
    Fidelity Brokerage Services LLC IAR $0
    Fidelity Business Services India Private Limited -- --
    Fidelity Clearing Canada Ulc -- --
    Fidelity Distributors Corporation Broker-Dealer --
    Fidelity Institutional Asset Management Trust Company -- --
    Fidelity Insurance Agency, Inc. -- --
    Fidelity Investments Canada Ulc -- --
    Fidelity Investments Institutional Services Company, Inc. Broker-Dealer $0
    Fidelity Investments Life Insurance Company -- --
    Fidelity Investments Money Management, Inc. IAR $868,539,873,793
    Fidelity Management & Research (Canada) Ulc -- --
    Fidelity Management & Research (Hong Kong) Limited IAR $15,343,654,282
    Fidelity Management & Research (Japan) Limited IAR $2,262,254,553
    Fidelity Management & Research Company IAR $338,953,243,527
    Fidelity Management Trust Company -- --
    Fidelity Personal Trust Company, Fbs -- --
    Fidelity Real Estate Growth Fund II Corp. -- --
    Fidelity Real Estate Growth Fund III Corp. -- --
    Fidelity Real Estate Partners V LLC -- --
    Fidelity Real Estate Partners VI LLC -- --
    Fidelity Real Estate Partners VII LLC -- --
    Fidelity Selectco, LLC IAR $0
    Fidvest Us LLC -- --
    Fil Investment Advisors IAR $5,835,765,000
    Fil Investment Advisors (Uk) Ltd. IAR $5,828,586,000
    Fil Investment Management (Hong Kong) Limited -- --
    Fil Investment Management (Singapore) Limited -- --
    Fil Investment Services (Uk) Limited -- --
    Fil Investments (Japan) Limited IAR $0
    Fil Investments International -- --
    Fil Limited -- --
    Fil Pensions Management -- --
    Fmr Co., Inc. IAR $918,876,309,819
    Fmr Investment Management (Uk) Limited IAR $20,271,608,433
    Impresa Management LLC IAR $9,113,010,000
    Luminex Trading & Analytics LLC Broker-Dealer --
    National Financial Services, LLC Dual Registrant $0
    Strategic Advisers LLC -- --
    Volcap Advisors Fund I Limited Partnership -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Christopher Andrew Mcdermott Elected Manager January, 2019 less than 5%
      Lauren Faith Brouhard Elected Manager January, 2019 less than 5%
      David Peterson Elected Manager January, 2019 less than 5%
      David Anthony Golino Chief Financial Officer November, 2018 less than 5%
      Christopher Edwin Sheldon Elected Manager/Chief Investment Officer March, 2018 less than 5%
      Karim Glorie Lynn Chief Legal Officer/Secretary April, 2017 less than 5%
      Norman Lee Ashkenas Chief Compliance Officer April, 2017 less than 5%
      Christopher Robert Sorensen Elected Manager April, 2017 less than 5%
      Richard Gray Compson Elected Manager April, 2017 less than 5%
      David Butler Coyne Elected Manager April, 2017 less than 5%
      Sriram Palghat Subramaniam Elected Manager/President April, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees