Bradley
Strong

Fidelity Personal And Workplace Advisors

CRD#6925476
Investment Advisor
in Pasadena, CA

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About this Advisor

Bradley Strong is a financial advisor working out of Pasadena, California with 3 years of industry experience. Strong is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Edward Jones, Western Carolina University, Chicago White Sox, Minnesota Twins, Techtronic Industries (Tti), United Parcel Services and Fidelity Brokerage Services LLC. Strong has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in assets across its 1,712,247 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on which service is provided. Fees charged by Fidelity Personal And Workplace Advisors may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

123-127 South Lake Ave.
Pasadena, CA 91101

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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

Bradley Strong Work History

Bradley has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Edward Jones

2017 - 2017 (< 1 year)

Minnesota Twins

2017 - 2018 (1 year)

Techtronic Industries (Tti)

2016 - 2017 (1 year)

United Parcel Services

2015 - 2017 (2 years)

Chicago White Sox

2011 - 2015 (4 years)

Western Carolina University

*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 Bradley Strong 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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