Andrew
Matus

Fidelity Personal And Workplace Advisors

CRD#7510005
Investment Advisor
in Brea, CA

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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

Series 66

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

815 East Birch Street
Brea, CA 92821-5765

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

CA Average: 118
Total Number of Accounts

1,991,043

CA Average: 4,567
Average Account Size

$411,230

CA 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

Andrew Matus Work History

2022 - Present (2 years)

Fidelity Investments LLC

2022 - 2022 (< 1 year)

Northwestern Mutual Life Insurance Company

2022 - 2022 (< 1 year)

Northwestern Mutual Investment Services LLC

2019 - 2019 (< 1 year)

La Fitness

2019 - 2021 (2 years)

San Bernardino County

2018 - 2020 (2 years)

Amazon

2018 - 2020 (2 years)

Uber

2015 - 2021 (6 years)

Student

2011 - 2014 (3 years)

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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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