Andrew
Matus
Fidelity Personal And Workplace Advisors
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About this Advisor
Andrew Matus is a financial advisor based in Brea, California, working with Fidelity Personal And Workplace Advisors. Andrew has previously held positions at La Fitness, Student, San Bernardino County, Amazon, Uber, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Fidelity Investments LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Andrew is part of Fidelity Personal And Workplace Advisors, which operates out of Brea, California. 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
Services Offered
Fee Structure
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
Andrew Matus Work History
Fidelity Investments LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
La Fitness
San Bernardino County
Amazon
Uber
Student
Student
Disclosures
Please visit the SEC profile of Andrew Matus 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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