Victor
Chmura

Fidelity Personal And Workplace Advisors

CRD#6592142
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Victor Chmura is a financial advisor based in Salt Lake City, Utah who has 1 year of relevant experience. Chmura works at Fidelity Personal And Workplace Advisors. During their career, Chmura has held roles at Uber, Worry Free, Missouri Orthopedic Institute, Home Depot, Walmart, University Of Missouri, Lincoln Financial Advisors Corporation, Missouri Center For Financial Success, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fidelity Investments. Chmura maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in assets under management across its 1,712,247 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors has a number 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. Financial management fee schedules are based on which services are offered. Fee types charged by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

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

49 North 400 West
Salt Lake City, UT 84101

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

UT Average: 118
Total Number of Accounts

1,712,247

UT Average: 4,567
Average Account Size

$381,106

UT 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

Victor Chmura Work History

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

2022 - Present (2 years)

Fidelity Investments

2017 - 2022 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2022 (5 years)

Bank Of America, N.A

2016 - 2017 (1 year)

Lincoln Financial Advisors Corporation

2015 - 2015 (< 1 year)

Uber

2015 - 2015 (< 1 year)

Worry Free

2015 - 2015 (< 1 year)

Missouri Center For Financial Success

2014 - 2015 (1 year)

Missouri Orthopedic Institute

2014 - 2014 (< 1 year)

Home Depot

2014 - 2014 (< 1 year)

Walmart

2012 - 2015 (3 years)

University Of Missouri

*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 Victor Chmura 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

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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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