Fernando
Grijalva

Fidelity Personal And Workplace Advisors

CRD#6260744
Investment Advisor
in Burbank, CA

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About this Advisor

Fernando Grijalva is a financial advisor who works in Burbank, California, with 2 years of relevant experience. Grijalva is an advisor for Fidelity Personal And Workplace Advisors. Grijalva has gained experience at Nylife Securities LLC, New York Life Insurance, Schneider & Associates Claim Services, Thrivent Financial, Fidelity Investments and Thrivent Investment Management Inc. Grijalva maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in total assets among its 1,712,247 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors has a wide assortment 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. Fees for financial advice depend on the type of financial services provided. Fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

2900 W. Alameda Ave, Ste 150
Burbank, CA 91505-4216

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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

Fernando Grijalva Work History

Fernando has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2016 - 2021 (5 years)

Thrivent Financial

2015 - 2016 (1 year)

Thrivent Financial

2015 - 2021 (6 years)

Thrivent Investment Management Inc

2013 - 2015 (2 years)

Nylife Securities LLC

2013 - 2015 (2 years)

New York Life Insurance

2010 - 2013 (3 years)

Schneider & Associates Claim Services

*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 Fernando Grijalva 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

Elizabeth Muncie
Boston, MA
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Larysa Smykovskaya
Palo Alto, CA
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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