Patrick
Devlin
Fidelity Personal And Workplace Advisors
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About this Advisor
Patrick Devlin is a financial advisor based in Phoenix, Arizona, working with Fidelity Personal And Workplace Advisors. Patrick has previously held positions at Funnel Clarity, Accenture Federal Services, Street Shares, Folio Investing, Falls Church High School, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Robinhood Financial, LLC, Robinhood Markets, Inc, and Fidelity Investments. Patrick has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Patrick is part of Fidelity Personal And Workplace Advisors, which operates out of Phoenix, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Patrick Devlin Work History
Fidelity Investments
Robinhood Markets, Inc
Northwestern Mutual Wealth Management Company
Robinhood Financial, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Accenture Federal Services
Street Shares
Falls Church High School
Folio Investing
Funnel Clarity
Disclosures
Please visit the SEC profile of Patrick Devlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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