Jeff
Liao
Fidelity Personal And Workplace Advisors
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About this Advisor
Jeff Liao is a financial advisor who works out of Sunnyvale, California, with a total of 1 year of industry experience. Liao is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Liao has worked at Pnc Investments, Pnc Bank, Hsbc Bank Usa National Association, Hsbc Securities (Us) Inc, Hsbc Securities (Usa) Inc, Cathay Bancorp and Fidelity Investments. Liao has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in total assets between its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a wide range 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Jeff Liao Work History
Jeff has been registered as a financial advisor for 1 years.*
Fidelity Investments
Cathay Bancorp
Hsbc Bank Usa National Association
Hsbc Securities (Usa) Inc
Hsbc Bank Usa National Association
Hsbc Securities (Us) Inc
Pnc Investments
Pnc Bank
Pnc Investments
*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 Jeff Liao 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
Greenbrae, CA
Framingham, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
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.
