Michael
Conover

Fidelity Personal And Workplace Advisors

CRD#6683112
Investment Advisor
in Tucson, AZ

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About this Advisor

Michael Conover is a financial advisor operating out of Tucson, Arizona with 1 year of industry experience. Conover is an employee of Fidelity Personal And Workplace Advisors. During their career, Conover has held roles at Charles Schwab & Co., , Inc, The Home Depot, Sam'S Club, Target, Starbucks, Tucson Unified School District, Morgan Stanley and Fidelity Investments. Conover holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Arizona and Texas. Fidelity Personal And Workplace Advisors is an advisory company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in assets between its 1,712,247 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on the financial services offered. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3001 E. Skyline Drive Suite 255
Tucson, AZ 85718

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

AZ Average: $16,012,751,954
Total Number of Employees

13,507

AZ Average: 118
Total Number of Accounts

1,712,247

AZ Average: 4,567
Average Account Size

$381,106

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Conover Work History

Michael has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Morgan Stanley

2016 - 2020 (4 years)

Charles Schwab & Co.,, Inc

2015 - 2016 (1 year)

The Home Depot

2014 - 2015 (1 year)

Sam'S Club

2013 - 2014 (1 year)

Target

2013 - 2013 (< 1 year)

Starbucks

2012 - 2013 (1 year)

Starbucks

2012 - 2013 (1 year)

Tucson Unified School District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Conover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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