Blake
Winters

Fidelity Personal And Workplace Advisors

CRD#6635365
Investment Advisor
in San Leandro, CA

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About this Advisor

Blake Winters is a financial advisor operating out of San Leandro, California with 1 year of industry experience. Winters is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Wrike, Tpc Harding Park, University Of Nevada, Lahontan Golf Club, Arrowcreek Country Club, The Vanguard Group, Inc, Janney Montgomery Scott LLC, Royal Alliance Associates, Inc and Financial Dimensions Group, Inc. Winters maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Fidelity Personal And Workplace Advisors is a company operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets between its 1,712,247 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers 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 typically depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can 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

San Leandro, CA

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

CA Average: 118
Total Number of Accounts

1,712,247

CA Average: 4,567
Average Account Size

$381,106

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

Blake Winters Work History

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

2022 - Present (2 years)

Fidelity Investments

2020 - 2022 (2 years)

Royal Alliance Associates, Inc

2020 - 2022 (2 years)

Financial Dimensions Group, Inc

2018 - 2019 (1 year)

Janney Montgomery Scott LLC

2017 - 2018 (1 year)

The Vanguard Group, Inc

2016 - 2017 (1 year)

Fidelity Investments

2015 - 2015 (< 1 year)

Wrike

2015 - 2015 (< 1 year)

Tpc Harding Park

2014 - 2014 (< 1 year)

Lahontan Golf Club

2013 - 2013 (< 1 year)

Arrowcreek Country Club

2009 - 2014 (5 years)

University Of Nevada

*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 Blake Winters 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
Scott Ratajczak
Wyncote, PA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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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